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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 | $20,238 | $110,212-81.6% | $96,534-79.0% | $139,466-85.5% |
| Participation rate | 66.7% | 78.1%-11.5pp | 76.0%-9.3pp | 80.3%-13.7pp |
| Annual return | -2.15% | 26.42%-28.6pp | 25.88%-28.0pp | 373.66%-375.8pp |
| Employer contribution / active EE | $3,511 | $3,620-3.0% | $2,965+18.4% | $4,754-26.1% |
| Participant deferral / active EE | $6,321 | $5,547+13.9% | $4,851+30.3% | $6,712-5.8% |
| Admin fee / account holder | $117 | $11,599-99.0% | $8,253-98.6% | $11,409-99.0% |