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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 | $23,037 | $138,102-83.3% | $125,381-81.6% | $134,532-82.9% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -24.58% | 750.73%-775.3pp | 572.31%-596.9pp | 418.27%-442.8pp |
| Employer contribution / active EE | $1,669 | $5,245-68.2% | $4,815-65.3% | $4,741-64.8% |
| Participant deferral / active EE | $3,232 | $7,801-58.6% | $7,448-56.6% | $6,401-49.5% |
| Admin fee / account holder | $193 | $11,568-98.3% | $10,007-98.1% | $11,429-98.3% |