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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 | $56,362 | $168,635-66.6% | $147,617-61.8% | $125,389-55.1% |
| Participation rate | 41.2% | 88.8%-47.6pp | 84.6%-43.4pp | 83.2%-42.0pp |
| Annual return | -4.06% | 77.65%-81.7pp | 61.98%-66.0pp | 282.24%-286.3pp |
| Employer contribution / active EE | $5,438 | $6,252-13.0% | $5,564-2.3% | $4,866+11.8% |
| Participant deferral / active EE | $4,183 | $5,507-24.0% | $4,895-14.6% | $5,352-21.8% |
| Admin fee / account holder | $207 | $13,580-98.5% | $11,612-98.2% | $9,541-97.8% |