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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 | $14,253 | $95,917-85.1% | $79,583-82.1% | $134,545-89.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -33.69% | -2.70%-31.0pp | 0.16%-33.9pp | 418.37%-452.1pp |
| Employer contribution / active EE | $3,173 | $3,129+1.4% | $2,414+31.5% | $4,742-33.1% |
| Participant deferral / active EE | $5,529 | $4,694+17.8% | $3,986+38.7% | $6,401-13.6% |
| Admin fee / account holder | $191 | $9,132-97.9% | $6,835-97.2% | $11,431-98.3% |