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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 | $42,007 | $138,078-69.6% | $125,363-66.5% | $134,509-68.8% |
| Participation rate | 54.5% | 84.5%-29.9pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -24.92% | 750.49%-775.4pp | 572.15%-597.1pp | 418.13%-443.1pp |
| Employer contribution / active EE | $2,392 | $5,245-54.4% | $4,815-50.3% | $4,741-49.5% |
| Participant deferral / active EE | $11,182 | $7,800+43.4% | $7,447+50.2% | $6,400+74.7% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |