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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 | $50,435 | $138,114-63.5% | $125,391-59.8% | $134,545-62.5% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -23.18% | 750.88%-774.1pp | 572.41%-595.6pp | 418.37%-441.6pp |
| Employer contribution / active EE | $1,065 | $5,246-79.7% | $4,816-77.9% | $4,742-77.5% |
| Participant deferral / active EE | $4,465 | $7,801-42.8% | $7,448-40.1% | $6,401-30.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |