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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 | $39,694 | $168,636-76.5% | $147,618-73.1% | $125,388-68.3% |
| Participation rate | 26.1% | 88.8%-62.7pp | 84.6%-58.5pp | 83.2%-57.1pp |
| Annual return | -5.01% | 77.65%-82.7pp | 61.98%-67.0pp | 282.24%-287.2pp |
| Employer contribution / active EE | $4,119 | $6,252-34.1% | $5,565-26.0% | $4,866-15.4% |
| Participant deferral / active EE | $3,810 | $5,507-30.8% | $4,895-22.2% | $5,352-28.8% |
| Admin fee / account holder | $81 | $13,580-99.4% | $11,612-99.3% | $9,541-99.2% |