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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 | $67,551 | $109,344-38.2% | $89,400-24.4% | $158,950-57.5% |
| Participation rate | 47.4% | 74.3%-26.9pp | 68.0%-20.6pp | 82.0%-34.6pp |
| Annual return | -17.59% | 345.73%-363.3pp | 245.64%-263.2pp | 302.91%-320.5pp |
| Employer contribution / active EE | $2,052 | $3,170-35.3% | $2,586-20.7% | $4,762-56.9% |
| Participant deferral / active EE | $4,909 | $4,599+6.7% | $3,890+26.2% | $5,983-17.9% |
| Admin fee / account holder | $18 | $6,154-99.7% | $4,882-99.6% | $11,248-99.8% |