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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 | $40,028 | $140,592-71.5% | $123,105-67.5% | $125,389-68.1% |
| Participation rate | 66.7% | 88.2%-21.5pp | 86.8%-20.1pp | 83.2%-16.5pp |
| Annual return | -4.12% | 16.80%-20.9pp | 13.22%-17.3pp | 282.24%-286.4pp |
| Employer contribution / active EE | $2,887 | $6,041-52.2% | $5,151-43.9% | $4,866-40.7% |
| Participant deferral / active EE | $10,392 | $6,980+48.9% | $6,229+66.8% | $5,352+94.2% |
| Admin fee / account holder | $130 | $11,198-98.8% | $9,014-98.6% | $9,541-98.6% |