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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 | $51,458 | $138,075-62.7% | $123,552-58.4% | $135,379-62.0% |
| Participation rate | 23.1% | 84.7%-61.7pp | 82.3%-59.2pp | 82.6%-59.6pp |
| Annual return | -16.26% | 153.70%-170.0pp | 119.20%-135.5pp | 519.79%-536.1pp |
| Employer contribution / active EE | $2,077 | $5,152-59.7% | $4,628-55.1% | $4,779-56.5% |
| Participant deferral / active EE | $6,231 | $6,800-8.4% | $6,426-3.0% | $5,609+11.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |