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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 | $16,972 | $108,285-84.3% | $77,552-78.1% | $158,982-89.3% |
| Participation rate | 68.2% | 64.4%+3.8pp | 54.2%+14.0pp | 82.0%-13.8pp |
| Annual return | -27.62% | 31.69%-59.3pp | 54.82%-82.4pp | 302.99%-330.6pp |
| Employer contribution / active EE | $1,477 | $1,325+11.4% | $987+49.7% | $4,763-69.0% |
| Participant deferral / active EE | $2,361 | $2,455-3.9% | $1,861+26.9% | $5,983-60.5% |
| Admin fee / account holder | $273 | $3,709-92.6% | $2,859-90.4% | $11,252-97.6% |