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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 | $33,716 | $180,459-81.3% | $154,108-78.1% | $135,380-75.1% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -19.98% | 888.21%-908.2pp | 735.21%-755.2pp | 519.81%-539.8pp |
| Employer contribution / active EE | $3,624 | $6,035-39.9% | $5,298-31.6% | $4,779-24.2% |
| Participant deferral / active EE | $10,474 | $5,806+80.4% | $5,081+106.2% | $5,609+86.7% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |