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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 | $100,529 | $95,193+5.6% | $76,523+31.4% | $135,382-25.7% |
| Participation rate | 33.3% | 74.4%-41.1pp | 68.0%-34.7pp | 82.6%-49.3pp |
| Annual return | -31.96% | 4.85%-36.8pp | -0.27%-31.7pp | 519.77%-551.7pp |
| Employer contribution / active EE | $767 | $3,302-76.8% | $2,647-71.0% | $4,779-84.0% |
| Participant deferral / active EE | $1,917 | $4,639-58.7% | $3,835-50.0% | $5,609-65.8% |
| Admin fee / account holder | $10 | $6,249-99.8% | $4,848-99.8% | $10,829-99.9% |