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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 | $39,067 | $67,396-42.0% | $60,919-35.9% | $134,545-71.0% |
| Participation rate | 69.2% | 76.2%-7.0pp | 73.1%-3.9pp | 81.2%-12.0pp |
| Annual return | -22.19% | 50.12%-72.3pp | 16.96%-39.2pp | 418.37%-440.6pp |
| Employer contribution / active EE | $5,754 | $3,101+85.6% | $2,704+112.8% | $4,742+21.4% |
| Participant deferral / active EE | $2,095 | $4,534-53.8% | $3,814-45.1% | $6,401-67.3% |
| Admin fee / account holder | $108 | $4,590-97.6% | $3,228-96.7% | $11,431-99.1% |