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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 | $75,137 | $142,409-47.2% | $119,634-37.2% | $134,545-44.2% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -24.80% | -12.46%-12.3pp | -14.98%-9.8pp | 418.37%-443.2pp |
| Employer contribution / active EE | $1,575 | $5,224-69.9% | $4,232-62.8% | $4,742-66.8% |
| Participant deferral / active EE | $5,740 | $6,468-11.3% | $5,601+2.5% | $6,401-10.3% |
| Admin fee / account holder | $5 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |