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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 | $55,731 | $99,644-44.1% | $86,438-35.5% | $134,532-58.6% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.49% | 6787.26%-6808.7pp | 4397.19%-4418.7pp | 418.27%-439.8pp |
| Employer contribution / active EE | $2,162 | $4,402-50.9% | $3,769-42.6% | $4,741-54.4% |
| Participant deferral / active EE | $5,793 | $7,247-20.1% | $6,952-16.7% | $6,401-9.5% |
| Admin fee / account holder | $294 | $8,375-96.5% | $6,733-95.6% | $11,429-97.4% |