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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 | $19,726 | $190,879-89.7% | $160,009-87.7% | $134,532-85.3% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | -29.47% | 552.63%-582.1pp | 408.85%-438.3pp | 418.27%-447.7pp |
| Employer contribution / active EE | $3,369 | $4,995-32.6% | $4,225-20.3% | $4,741-28.9% |
| Participant deferral / active EE | $7,320 | $6,924+5.7% | $6,183+18.4% | $6,401+14.4% |
| Admin fee / account holder | $19 | $10,495-99.8% | $8,715-99.8% | $11,429-99.8% |