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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 | $60,481 | $95,917-36.9% | $79,583-24.0% | $134,545-55.0% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -21.51% | -2.70%-18.8pp | 0.16%-21.7pp | 418.37%-439.9pp |
| Employer contribution / active EE | $1,942 | $3,129-38.0% | $2,414-19.6% | $4,742-59.1% |
| Participant deferral / active EE | $2,423 | $4,694-48.4% | $3,986-39.2% | $6,401-62.1% |
| Admin fee / account holder | $20 | $9,132-99.8% | $6,835-99.7% | $11,431-99.8% |