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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 | $14,700 | $138,102-89.4% | $125,381-88.3% | $134,532-89.1% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -23.11% | 750.73%-773.8pp | 572.31%-595.4pp | 418.27%-441.4pp |
| Employer contribution / active EE | $1,014 | $5,245-80.7% | $4,815-79.0% | $4,741-78.6% |
| Participant deferral / active EE | $5,061 | $7,801-35.1% | $7,448-32.0% | $6,401-20.9% |
| Admin fee / account holder | $134 | $11,568-98.8% | $10,007-98.7% | $11,429-98.8% |