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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 | $23,921 | $138,102-82.7% | $125,381-80.9% | $134,532-82.2% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -21.78% | 750.73%-772.5pp | 572.31%-594.1pp | 418.27%-440.1pp |
| Employer contribution / active EE | $4,148 | $5,245-20.9% | $4,815-13.9% | $4,741-12.5% |
| Participant deferral / active EE | $7,433 | $7,801-4.7% | $7,448-0.2% | $6,401+16.1% |
| Admin fee / account holder | $74 | $11,568-99.4% | $10,007-99.3% | $11,429-99.4% |