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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,116 | $180,459-77.8% | $154,108-74.0% | $135,380-70.4% |
| Participation rate | 45.5% | 87.4%-42.0pp | 83.0%-37.6pp | 82.6%-37.2pp |
| Annual return | -20.86% | 888.21%-909.1pp | 735.21%-756.1pp | 519.81%-540.7pp |
| Employer contribution / active EE | $3,919 | $6,035-35.1% | $5,298-26.0% | $4,779-18.0% |
| Participant deferral / active EE | $7,980 | $5,806+37.4% | $5,081+57.1% | $5,609+42.3% |
| Admin fee / account holder | $27 | $16,145-99.8% | $13,411-99.8% | $10,828-99.8% |