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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 | $22,881 | $138,075-83.4% | $123,552-81.5% | $135,379-83.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -17.91% | 153.70%-171.6pp | 119.20%-137.1pp | 519.79%-537.7pp |
| Employer contribution / active EE | $2,467 | $5,152-52.1% | $4,628-46.7% | $4,779-48.4% |
| Participant deferral / active EE | $7,669 | $6,800+12.8% | $6,426+19.3% | $5,609+36.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |