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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 | $134,001-57.8% | $112,258-49.6% | $134,509-57.9% |
| Participation rate | 65.2% | 78.6%-13.3pp | 75.1%-9.8pp | 81.2%-16.0pp |
| Annual return | -21.59% | 47.15%-68.7pp | 27.47%-49.1pp | 418.13%-439.7pp |
| Employer contribution / active EE | $3,198 | $4,039-20.8% | $3,636-12.0% | $4,741-32.5% |
| Participant deferral / active EE | $8,771 | $5,291+65.8% | $4,728+85.5% | $6,400+37.0% |
| Admin fee / account holder | $42 | $7,491-99.4% | $6,411-99.3% | $11,427-99.6% |