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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 | $25,130 | $91,911-72.7% | $68,612-63.4% | $135,379-81.4% |
| Participation rate | 69.2% | 76.7%-7.5pp | 72.2%-3.0pp | 82.6%-13.4pp |
| Annual return | -13.90% | -8.22%-5.7pp | -4.63%-9.3pp | 519.79%-533.7pp |
| Employer contribution / active EE | $3,607 | $3,924-8.1% | $2,625+37.4% | $4,779-24.5% |
| Participant deferral / active EE | $5,763 | $4,315+33.6% | $3,311+74.1% | $5,609+2.7% |
| Admin fee / account holder | $14 | $9,240-99.8% | $5,131-99.7% | $10,828-99.9% |