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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 | $59,006 | $197,819-70.2% | $155,789-62.1% | $125,388-52.9% |
| Participation rate | 62.5% | 82.1%-19.6pp | 76.1%-13.6pp | 83.2%-20.7pp |
| Annual return | -3.84% | 86.73%-90.6pp | 71.54%-75.4pp | 282.24%-286.1pp |
| Employer contribution / active EE | $1,286 | $4,850-73.5% | $3,839-66.5% | $4,866-73.6% |
| Participant deferral / active EE | $3,645 | $5,631-35.3% | $4,798-24.0% | $5,352-31.9% |
| Admin fee / account holder | $88 | $9,544-99.1% | $7,477-98.8% | $9,541-99.1% |