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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 | $29,268 | $142,409-79.4% | $119,634-75.5% | $134,545-78.2% |
| Participation rate | 42.9% | 82.8%-40.0pp | 79.3%-36.4pp | 81.2%-38.4pp |
| Annual return | -26.33% | -12.46%-13.9pp | -14.98%-11.3pp | 418.37%-444.7pp |
| Employer contribution / active EE | $4,311 | $5,224-17.5% | $4,232+1.9% | $4,742-9.1% |
| Participant deferral / active EE | $4,884 | $6,468-24.5% | $5,601-12.8% | $6,401-23.7% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |