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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 | $39,591 | $140,592-71.8% | $123,105-67.8% | $125,389-68.4% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -17.87% | 16.80%-34.7pp | 13.22%-31.1pp | 282.24%-300.1pp |
| Employer contribution / active EE | $3,139 | $6,041-48.0% | $5,151-39.1% | $4,866-35.5% |
| Participant deferral / active EE | $7,968 | $6,980+14.2% | $6,229+27.9% | $5,352+48.9% |
| Admin fee / account holder | $103 | $11,198-99.1% | $9,014-98.9% | $9,541-98.9% |