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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 | $57,737 | $167,353-65.5% | $143,797-59.8% | $134,545-57.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -20.26% | 0.48%-20.7pp | -0.04%-20.2pp | 418.37%-438.6pp |
| Employer contribution / active EE | $1,922 | $5,620-65.8% | $4,952-61.2% | $4,742-59.5% |
| Participant deferral / active EE | $4,483 | $6,447-30.5% | $5,638-20.5% | $6,401-30.0% |
| Admin fee / account holder | $239 | $18,096-98.7% | $14,679-98.4% | $11,431-97.9% |