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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 | $18,008 | $138,078-87.0% | $125,363-85.6% | $134,509-86.6% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -23.21% | 750.49%-773.7pp | 572.15%-595.4pp | 418.13%-441.3pp |
| Employer contribution / active EE | $3,224 | $5,245-38.5% | $4,815-33.0% | $4,741-32.0% |
| Participant deferral / active EE | $5,992 | $7,800-23.2% | $7,447-19.5% | $6,400-6.4% |
| Admin fee / account holder | $219 | $11,566-98.1% | $10,005-97.8% | $11,427-98.1% |