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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 | $33,936 | $92,766-63.4% | $82,763-59.0% | $134,545-74.8% |
| Participation rate | 46.7% | 75.2%-28.5pp | 72.6%-25.9pp | 81.2%-34.6pp |
| Annual return | -22.33% | 946.97%-969.3pp | 702.45%-724.8pp | 418.37%-440.7pp |
| Employer contribution / active EE | $3,147 | $3,273-3.9% | $3,008+4.6% | $4,742-33.6% |
| Participant deferral / active EE | $8,657 | $4,802+80.3% | $4,395+97.0% | $6,401+35.2% |
| Admin fee / account holder | $59 | $5,978-99.0% | $5,325-98.9% | $11,431-99.5% |