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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 | $56,842 | $165,361-65.6% | $149,715-62.0% | $158,950-64.2% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | -21.45% | 348.24%-369.7pp | 276.66%-298.1pp | 302.91%-324.4pp |
| Employer contribution / active EE | $3,048 | $5,103-40.3% | $4,645-34.4% | $4,762-36.0% |
| Participant deferral / active EE | $28,150 | $7,182+292.0% | $6,842+311.4% | $5,983+370.5% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |