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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 | $48,895 | $180,459-72.9% | $154,108-68.3% | $135,380-63.9% |
| Participation rate | 68.4% | 87.4%-19.0pp | 83.0%-14.6pp | 82.6%-14.2pp |
| Annual return | -8.92% | 888.21%-897.1pp | 735.21%-744.1pp | 519.81%-528.7pp |
| Employer contribution / active EE | $1,618 | $6,035-73.2% | $5,298-69.5% | $4,779-66.1% |
| Participant deferral / active EE | $3,621 | $5,806-37.6% | $5,081-28.7% | $5,609-35.5% |
| Admin fee / account holder | $125 | $16,145-99.2% | $13,411-99.1% | $10,828-98.8% |