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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 | $65,537 | $111,830-41.4% | $93,696-30.1% | $145,884-55.1% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | -26.98% | 204.08%-231.1pp | 133.74%-160.7pp | 551.85%-578.8pp |
| Employer contribution / active EE | $1,125 | $3,093-63.6% | $2,422-53.5% | $4,662-75.9% |
| Participant deferral / active EE | $2,616 | $4,920-46.8% | $4,417-40.8% | $6,690-60.9% |
| Admin fee / account holder | $20 | $10,249-99.8% | $8,287-99.8% | $13,392-99.9% |