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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 | $78,632 | $96,388-18.4% | $80,627-2.5% | $139,466-43.6% |
| Participation rate | 44.4% | 73.6%-29.2pp | 67.0%-22.6pp | 80.3%-35.9pp |
| Annual return | -17.10% | 1352.08%-1369.2pp | 936.76%-953.9pp | 373.66%-390.8pp |
| Employer contribution / active EE | $729 | $3,260-77.6% | $2,723-73.2% | $4,754-84.7% |
| Participant deferral / active EE | $2,091 | $5,224-60.0% | $4,443-52.9% | $6,712-68.8% |
| Admin fee / account holder | $249 | $6,603-96.2% | $5,381-95.4% | $11,409-97.8% |