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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 | $47,551 | $127,387-62.7% | $115,038-58.7% | $125,389-62.1% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -4.68% | 31.28%-36.0pp | 26.14%-30.8pp | 282.24%-286.9pp |
| Employer contribution / active EE | $2,733 | $5,166-47.1% | $4,608-40.7% | $4,866-43.8% |
| Participant deferral / active EE | $3,200 | $6,423-50.2% | $6,026-46.9% | $5,352-40.2% |
| Admin fee / account holder | $142 | $9,516-98.5% | $8,175-98.3% | $9,541-98.5% |