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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 | $62,526 | $95,188-34.3% | $76,518-18.3% | $135,379-53.8% |
| Participation rate | 66.7% | 74.4%-7.7pp | 68.0%-1.3pp | 82.6%-16.0pp |
| Annual return | -11.46% | 4.85%-16.3pp | -0.27%-11.2pp | 519.79%-531.3pp |
| Employer contribution / active EE | $4,983 | $3,303+50.9% | $2,647+88.2% | $4,779+4.3% |
| Participant deferral / active EE | $5,516 | $4,640+18.9% | $3,836+43.8% | $5,609-1.7% |
| Admin fee / account holder | $194 | $6,249-96.9% | $4,849-96.0% | $10,828-98.2% |