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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 | $56,606 | $133,981-57.8% | $112,249-49.6% | $134,532-57.9% |
| Participation rate | 65.2% | 78.6%-13.3pp | 75.1%-9.8pp | 81.2%-16.0pp |
| Annual return | -21.59% | 47.16%-68.8pp | 27.48%-49.1pp | 418.27%-439.9pp |
| Employer contribution / active EE | $3,198 | $4,040-20.8% | $3,636-12.0% | $4,741-32.5% |
| Participant deferral / active EE | $8,771 | $5,292+65.7% | $4,729+85.5% | $6,401+37.0% |
| Admin fee / account holder | $42 | $7,492-99.4% | $6,412-99.3% | $11,429-99.6% |