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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 | $21,988 | $100,805-78.2% | $86,698-74.6% | $134,532-83.7% |
| Participation rate | 66.7% | 79.0%-12.3pp | 76.6%-9.9pp | 81.2%-14.6pp |
| Annual return | -29.08% | 29.09%-58.2pp | 35.95%-65.0pp | 418.27%-447.3pp |
| Employer contribution / active EE | $2,341 | $3,490-32.9% | $2,837-17.5% | $4,741-50.6% |
| Participant deferral / active EE | $3,106 | $5,339-41.8% | $4,656-33.3% | $6,401-51.5% |
| Admin fee / account holder | $20 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |