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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 | $57,181 | $211,946-73.0% | $169,452-66.3% | $135,379-57.8% |
| Participation rate | 33.3% | 82.6%-49.3pp | 77.8%-44.4pp | 82.6%-49.3pp |
| Annual return | -9.42% | 3.26%-12.7pp | 1.83%-11.3pp | 519.79%-529.2pp |
| Employer contribution / active EE | $4,051 | $5,117-20.8% | $4,157-2.5% | $4,779-15.2% |
| Participant deferral / active EE | $10,260 | $6,075+68.9% | $5,277+94.4% | $5,609+82.9% |
| Admin fee / account holder | $239 | $11,472-97.9% | $9,110-97.4% | $10,828-97.8% |