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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 | $138,114-69.6% | $125,391-66.5% | $134,545-68.8% |
| Participation rate | 54.5% | 84.5%-30.0pp | 82.4%-27.8pp | 81.2%-26.7pp |
| Annual return | -24.92% | 750.88%-775.8pp | 572.41%-597.3pp | 418.37%-443.3pp |
| Employer contribution / active EE | $2,392 | $5,246-54.4% | $4,816-50.3% | $4,742-49.6% |
| Participant deferral / active EE | $11,182 | $7,801+43.3% | $7,448+50.1% | $6,401+74.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |