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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 | $77,652 | $167,362-53.6% | $143,799-46.0% | $134,532-42.3% |
| Participation rate | 33.3% | 84.8%-51.5pp | 80.3%-47.0pp | 81.2%-47.9pp |
| Annual return | -24.82% | 0.47%-25.3pp | -0.04%-24.8pp | 418.27%-443.1pp |
| Employer contribution / active EE | $1,481 | $5,620-73.7% | $4,952-70.1% | $4,741-68.8% |
| Participant deferral / active EE | $3,861 | $6,447-40.1% | $5,638-31.5% | $6,401-39.7% |
| Admin fee / account holder | $117 | $18,094-99.4% | $14,677-99.2% | $11,429-99.0% |