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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 | $20,820 | $152,597-86.4% | $117,533-82.3% | $134,532-84.5% |
| Participation rate | 45.0% | 77.1%-32.1pp | 70.6%-25.6pp | 81.2%-36.2pp |
| Annual return | -22.76% | 53.04%-75.8pp | 29.77%-52.5pp | 418.27%-441.0pp |
| Employer contribution / active EE | $1,836 | $5,576-67.1% | $4,179-56.1% | $4,741-61.3% |
| Participant deferral / active EE | $3,996 | $4,821-17.1% | $4,072-1.9% | $6,401-37.6% |
| Admin fee / account holder | $54 | $7,007-99.2% | $5,647-99.0% | $11,429-99.5% |