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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 | $13,012 | $82,288-84.2% | $68,794-81.1% | $134,509-90.3% |
| Participation rate | 43.8% | 75.1%-31.3pp | 69.0%-25.3pp | 81.2%-37.5pp |
| Annual return | -25.13% | -2.19%-22.9pp | -6.37%-18.8pp | 418.13%-443.3pp |
| Employer contribution / active EE | $1,941 | $3,301-41.2% | $2,656-26.9% | $4,741-59.1% |
| Participant deferral / active EE | $3,902 | $4,738-17.7% | $3,941-1.0% | $6,400-39.0% |
| Admin fee / account holder | $156 | $6,482-97.6% | $4,934-96.8% | $11,427-98.6% |