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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 | $93,415 | $175,600-46.8% | $129,110-27.6% | $134,509-30.6% |
| Participation rate | 66.7% | 81.6%-14.9pp | 77.3%-10.6pp | 81.2%-14.6pp |
| Annual return | -19.71% | -11.39%-8.3pp | -10.94%-8.8pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,818 | $6,355-71.4% | $5,052-64.0% | $4,741-61.6% |
| Participant deferral / active EE | $4,088 | $7,975-48.7% | $6,542-37.5% | $6,400-36.1% |
| Admin fee / account holder | $0 | $23,567-100.0% | $14,302-100.0% | $11,427-100.0% |