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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 | $135,151 | $142,409-5.1% | $119,634+13.0% | $134,545+0.5% |
| Participation rate | 55.6% | 82.8%-27.3pp | 79.3%-23.7pp | 81.2%-25.7pp |
| Annual return | -33.68% | -12.46%-21.2pp | -14.98%-18.7pp | 418.37%-452.0pp |
| Employer contribution / active EE | $1,327 | $5,224-74.6% | $4,232-68.6% | $4,742-72.0% |
| Participant deferral / active EE | $6,394 | $6,468-1.1% | $5,601+14.2% | $6,401-0.1% |
| Admin fee / account holder | $12 | $13,594-99.9% | $10,329-99.9% | $11,431-99.9% |