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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 | $109,068 | $167,362-34.8% | $143,799-24.2% | $134,532-18.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -37.36% | 0.47%-37.8pp | -0.04%-37.3pp | 418.27%-455.6pp |
| Employer contribution / active EE | $2,180 | $5,620-61.2% | $4,952-56.0% | $4,741-54.0% |
| Participant deferral / active EE | $10,250 | $6,447+59.0% | $5,638+81.8% | $6,401+60.1% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |