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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 | $32,568 | $167,362-80.5% | $143,799-77.4% | $134,532-75.8% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -20.95% | 0.47%-21.4pp | -0.04%-20.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,668 | $5,620-70.3% | $4,952-66.3% | $4,741-64.8% |
| Participant deferral / active EE | $2,493 | $6,447-61.3% | $5,638-55.8% | $6,401-61.1% |
| Admin fee / account holder | $65 | $18,094-99.6% | $14,677-99.6% | $11,429-99.4% |