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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 | $62,820 | $102,595-38.8% | $94,057-33.2% | $154,746-59.4% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | -4.06% | 583.42%-587.5pp | 480.62%-484.7pp | 172.34%-176.4pp |
| Employer contribution / active EE | $5,000 | $3,147+58.9% | $2,933+70.5% | $4,379+14.2% |
| Participant deferral / active EE | $13,375 | $5,118+161.3% | $4,709+184.0% | $6,730+98.7% |
| Admin fee / account holder | $1 | $7,736-100.0% | $7,244-100.0% | $14,365-100.0% |