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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 | $28,858 | $127,387-77.3% | $115,038-74.9% | $125,389-77.0% |
| Participation rate | 66.7% | 84.2%-17.5pp | 81.4%-14.7pp | 83.2%-16.5pp |
| Annual return | -4.86% | 31.28%-36.1pp | 26.14%-31.0pp | 282.24%-287.1pp |
| Employer contribution / active EE | $1,642 | $5,166-68.2% | $4,608-64.4% | $4,866-66.3% |
| Participant deferral / active EE | $4,517 | $6,423-29.7% | $6,026-25.1% | $5,352-15.6% |
| Admin fee / account holder | $172 | $9,516-98.2% | $8,175-97.9% | $9,541-98.2% |