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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 | $118,709 | $134,001-11.4% | $112,258+5.7% | $134,509-11.7% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -22.26% | 47.15%-69.4pp | 27.47%-49.7pp | 418.13%-440.4pp |
| Employer contribution / active EE | $809 | $4,039-80.0% | $3,636-77.7% | $4,741-82.9% |
| Participant deferral / active EE | $1,785 | $5,291-66.3% | $4,728-62.3% | $6,400-72.1% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |