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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 | $18,105 | $95,188-81.0% | $76,518-76.3% | $135,379-86.6% |
| Participation rate | 54.2% | 74.4%-20.2pp | 68.0%-13.8pp | 82.6%-28.5pp |
| Annual return | -10.58% | 4.85%-15.4pp | -0.27%-10.3pp | 519.79%-530.4pp |
| Employer contribution / active EE | $5,595 | $3,303+69.4% | $2,647+111.3% | $4,779+17.1% |
| Participant deferral / active EE | $1,151 | $4,640-75.2% | $3,836-70.0% | $5,609-79.5% |
| Admin fee / account holder | $51 | $6,249-99.2% | $4,849-98.9% | $10,828-99.5% |