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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 | $42,520 | $100,811-57.8% | $86,698-51.0% | $134,545-68.4% |
| Participation rate | 63.6% | 79.0%-15.3pp | 76.6%-13.0pp | 81.2%-17.6pp |
| Annual return | -20.91% | 29.11%-50.0pp | 35.96%-56.9pp | 418.37%-439.3pp |
| Employer contribution / active EE | $2,312 | $3,490-33.8% | $2,837-18.5% | $4,742-51.2% |
| Participant deferral / active EE | $3,934 | $5,339-26.3% | $4,656-15.5% | $6,401-38.5% |
| Admin fee / account holder | $18 | $10,926-99.8% | $7,492-99.8% | $11,431-99.8% |