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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 | $8,619 | $162,529-94.7% | $130,788-93.4% | $154,746-94.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 70.1%-7.6pp | 80.7%-18.2pp |
| Annual return | -110.06% | 510.48%-620.5pp | 386.44%-496.5pp | 172.34%-282.4pp |
| Employer contribution / active EE | $4,033 | $4,447-9.3% | $3,558+13.3% | $4,379-7.9% |
| Participant deferral / active EE | $7,118 | $4,808+48.0% | $4,137+72.0% | $6,730+5.8% |
| Admin fee / account holder | $58 | $7,669-99.2% | $6,673-99.1% | $14,365-99.6% |