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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 | $65,064 | $110,039-40.9% | $97,260-33.1% | $145,884-55.4% |
| Participation rate | 55.6% | 75.9%-20.4pp | 72.7%-17.1pp | 80.3%-24.7pp |
| Annual return | -12.77% | 244.44%-257.2pp | 75.54%-88.3pp | 551.85%-564.6pp |
| Employer contribution / active EE | $3,335 | $3,074+8.5% | $2,721+22.6% | $4,662-28.5% |
| Participant deferral / active EE | $6,679 | $4,674+42.9% | $4,262+56.7% | $6,690-0.2% |
| Admin fee / account holder | $138 | $6,204-97.8% | $5,640-97.5% | $13,392-99.0% |