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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 | $38,055 | $106,008-64.1% | $92,240-58.7% | $147,586-74.2% |
| Participation rate | 60.0% | 80.4%-20.4pp | 76.5%-16.5pp | 82.8%-22.8pp |
| Annual return | -29.14% | 50.05%-79.2pp | 176.29%-205.4pp | 578.59%-607.7pp |
| Employer contribution / active EE | $6,064 | $4,333+39.9% | $3,680+64.8% | $4,876+24.3% |
| Participant deferral / active EE | $6,742 | $4,478+50.6% | $3,897+73.0% | $5,439+24.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |