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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 | $56,813 | $167,362-66.1% | $143,799-60.5% | $134,532-57.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.56% | 0.47%-22.0pp | -0.04%-21.5pp | 418.27%-439.8pp |
| Employer contribution / active EE | $1,954 | $5,620-65.2% | $4,952-60.5% | $4,741-58.8% |
| Participant deferral / active EE | $7,753 | $6,447+20.2% | $5,638+37.5% | $6,401+21.1% |
| Admin fee / account holder | $234 | $18,094-98.7% | $14,677-98.4% | $11,429-98.0% |