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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 | $28,104 | $106,551-73.6% | $91,225-69.2% | $134,532-79.1% |
| Participation rate | 60.0% | 76.8%-16.8pp | 73.2%-13.2pp | 81.2%-21.2pp |
| Annual return | -21.10% | 160.78%-181.9pp | 114.12%-135.2pp | 418.27%-439.4pp |
| Employer contribution / active EE | $3,552 | $3,331+6.6% | $2,851+24.6% | $4,741-25.1% |
| Participant deferral / active EE | $7,058 | $4,718+49.6% | $4,233+66.7% | $6,401+10.3% |
| Admin fee / account holder | $147 | $6,234-97.6% | $5,422-97.3% | $11,429-98.7% |