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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 | $18,881 | $167,353-88.7% | $143,797-86.9% | $134,545-86.0% |
| Participation rate | 63.6% | 84.8%-21.2pp | 80.3%-16.7pp | 81.2%-17.6pp |
| Annual return | -27.03% | 0.48%-27.5pp | -0.04%-27.0pp | 418.37%-445.4pp |
| Employer contribution / active EE | $3,152 | $5,620-43.9% | $4,952-36.4% | $4,742-33.5% |
| Participant deferral / active EE | $4,971 | $6,447-22.9% | $5,638-11.8% | $6,401-22.3% |
| Admin fee / account holder | $147 | $18,096-99.2% | $14,679-99.0% | $11,431-98.7% |