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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 | $38,265 | $138,078-72.3% | $125,363-69.5% | $134,509-71.6% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -24.46% | 750.49%-774.9pp | 572.15%-596.6pp | 418.13%-442.6pp |
| Employer contribution / active EE | $4,329 | $5,245-17.5% | $4,815-10.1% | $4,741-8.7% |
| Participant deferral / active EE | $12,361 | $7,800+58.5% | $7,447+66.0% | $6,400+93.1% |
| Admin fee / account holder | $296 | $11,566-97.4% | $10,005-97.0% | $11,427-97.4% |