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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 | $45,267 | $167,352-73.0% | $143,788-68.5% | $134,509-66.3% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -37.07% | 0.47%-37.5pp | -0.03%-37.0pp | 418.13%-455.2pp |
| Employer contribution / active EE | $3,422 | $5,620-39.1% | $4,952-30.9% | $4,741-27.8% |
| Participant deferral / active EE | $6,473 | $6,447+0.4% | $5,638+14.8% | $6,400+1.1% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |