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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 | $25,963 | $93,124-72.1% | $77,100-66.3% | $134,545-80.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -54.63% | 62.68%-117.3pp | 42.35%-97.0pp | 418.37%-473.0pp |
| Employer contribution / active EE | $1,002 | $3,421-70.7% | $2,815-64.4% | $4,742-78.9% |
| Participant deferral / active EE | $9,750 | $5,242+86.0% | $4,430+120.1% | $6,401+52.3% |
| Admin fee / account holder | $115 | $6,970-98.4% | $5,443-97.9% | $11,431-99.0% |