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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 | $93,475 | $138,102-32.3% | $125,381-25.4% | $134,532-30.5% |
| Participation rate | 16.7% | 84.5%-67.8pp | 82.4%-65.7pp | 81.2%-64.6pp |
| Annual return | -22.04% | 750.73%-772.8pp | 572.31%-594.3pp | 418.27%-440.3pp |
| Employer contribution / active EE | $1,460 | $5,245-72.2% | $4,815-69.7% | $4,741-69.2% |
| Participant deferral / active EE | $4,333 | $7,801-44.4% | $7,448-41.8% | $6,401-32.3% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |