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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 | $24,717 | $103,393-76.1% | $87,103-71.6% | $152,909-83.8% |
| Participation rate | 60.9% | 79.4%-18.5pp | 76.9%-16.0pp | 82.5%-21.6pp |
| Annual return | -0.40% | 28.10%-28.5pp | 28.19%-28.6pp | 345.46%-345.9pp |
| Employer contribution / active EE | $1,744 | $3,221-45.9% | $2,521-30.8% | $4,764-63.4% |
| Participant deferral / active EE | $3,184 | $4,778-33.4% | $4,049-21.4% | $5,851-45.6% |
| Admin fee / account holder | $201 | $12,195-98.4% | $7,491-97.3% | $11,601-98.3% |