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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 | $36,925 | $160,059-76.9% | $140,019-73.6% | $135,380-72.7% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.5%-27.5pp | 82.6%-22.6pp |
| Annual return | -17.30% | 911.48%-928.8pp | 651.17%-668.5pp | 519.81%-537.1pp |
| Employer contribution / active EE | $3,176 | $6,420-50.5% | $5,605-43.3% | $4,779-33.5% |
| Participant deferral / active EE | $13,997 | $7,641+83.2% | $6,927+102.1% | $5,609+149.5% |
| Admin fee / account holder | $32 | $13,328-99.8% | $10,705-99.7% | $10,828-99.7% |