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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 | $29,541 | $138,075-78.6% | $123,552-76.1% | $135,379-78.2% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -13.25% | 153.70%-166.9pp | 119.20%-132.5pp | 519.79%-533.0pp |
| Employer contribution / active EE | $3,510 | $5,152-31.9% | $4,628-24.2% | $4,779-26.6% |
| Participant deferral / active EE | $6,331 | $6,800-6.9% | $6,426-1.5% | $5,609+12.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |