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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 | $34,801 | $87,016-60.0% | $63,244-45.0% | $125,388-72.2% |
| Participation rate | 66.7% | 77.1%-10.4pp | 71.0%-4.4pp | 83.2%-16.5pp |
| Annual return | -4.34% | 21.71%-26.0pp | -70.31%+66.0pp | 282.24%-286.6pp |
| Employer contribution / active EE | $3,240 | $3,601-10.0% | $2,322+39.6% | $4,866-33.4% |
| Participant deferral / active EE | $5,828 | $3,939+47.9% | $2,953+97.3% | $5,352+8.9% |
| Admin fee / account holder | $142 | $11,954-98.8% | $5,893-97.6% | $9,541-98.5% |