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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 | $35,047 | $127,387-72.5% | $115,038-69.5% | $125,389-72.0% |
| Participation rate | 33.3% | 84.2%-50.8pp | 81.4%-48.0pp | 83.2%-49.9pp |
| Annual return | -5.03% | 31.28%-36.3pp | 26.14%-31.2pp | 282.24%-287.3pp |
| Employer contribution / active EE | $3,237 | $5,166-37.3% | $4,608-29.8% | $4,866-33.5% |
| Participant deferral / active EE | $7,882 | $6,423+22.7% | $6,026+30.8% | $5,352+47.3% |
| Admin fee / account holder | $203 | $9,516-97.9% | $8,175-97.5% | $9,541-97.9% |