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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 | $65,941 | $152,591-56.8% | $117,529-43.9% | $134,545-51.0% |
| Participation rate | 40.0% | 77.1%-37.1pp | 70.6%-30.6pp | 81.2%-41.2pp |
| Annual return | -23.02% | 53.04%-76.1pp | 29.77%-52.8pp | 418.37%-441.4pp |
| Employer contribution / active EE | $5,600 | $5,576+0.4% | $4,179+34.0% | $4,742+18.1% |
| Participant deferral / active EE | $2,613 | $4,821-45.8% | $4,072-35.8% | $6,401-59.2% |
| Admin fee / account holder | $35 | $7,004-99.5% | $5,645-99.4% | $11,431-99.7% |