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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 | $11,557 | $90,320-87.2% | $59,496-80.6% | $125,389-90.8% |
| Participation rate | 66.7% | 68.3%-1.6pp | 54.6%+12.1pp | 83.2%-16.5pp |
| Annual return | -7.82% | 369.13%-376.9pp | 182.05%-189.9pp | 282.24%-290.1pp |
| Employer contribution / active EE | $1,945 | $1,792+8.5% | $1,153+68.7% | $4,866-60.0% |
| Participant deferral / active EE | $2,326 | $2,716-14.4% | $1,829+27.1% | $5,352-56.5% |
| Admin fee / account holder | $93 | $3,063-97.0% | $2,232-95.8% | $9,541-99.0% |