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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 | $86,088 | $67,823+26.9% | $52,425+64.2% | $137,256-37.3% |
| Participation rate | 42.9% | 63.9%-21.1pp | 55.6%-12.8pp | 80.0%-37.1pp |
| Annual return | -54.64% | 219.11%-273.7pp | 302.12%-356.8pp | 220.34%-275.0pp |
| Employer contribution / active EE | $478 | $1,163-58.9% | $914-47.7% | $4,156-88.5% |
| Participant deferral / active EE | $740 | $2,288-67.6% | $1,790-58.7% | $6,407-88.4% |
| Admin fee / account holder | $174 | $2,844-93.9% | $2,495-93.0% | $12,270-98.6% |