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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 | $25,511 | $85,790-70.3% | $67,313-62.1% | $135,382-81.2% |
| Participation rate | 53.8% | 76.5%-22.6pp | 69.1%-15.2pp | 82.6%-28.8pp |
| Annual return | -9.83% | -0.54%-9.3pp | -4.08%-5.7pp | 519.77%-529.6pp |
| Employer contribution / active EE | $1,605 | $3,487-54.0% | $2,566-37.4% | $4,779-66.4% |
| Participant deferral / active EE | $4,768 | $4,651+2.5% | $3,568+33.6% | $5,609-15.0% |
| Admin fee / account holder | $269 | $6,392-95.8% | $4,507-94.0% | $10,829-97.5% |