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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 | $32,174 | $49,199-34.6% | $121,204-73.5% | $75,173-57.2% |
| Participation rate | 68.0% | 55.4%+12.6pp | 69.5%-1.5pp | 67.2%+0.8pp |
| Annual return | -0.31% | 56.04%-56.4pp | 987.18%-987.5pp | 160.72%-161.0pp |
| Employer contribution / active EE | $1,472 | $1,547-4.9% | $4,170-64.7% | $2,671-44.9% |
| Participant deferral / active EE | $2,363 | $2,630-10.2% | $4,083-42.1% | $4,126-42.7% |
| Admin fee / account holder | $0 | $3,946-100.0% | $5,651-100.0% | $5,651-100.0% |