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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 | $20,525 | $100,805-79.6% | $86,698-76.3% | $134,532-84.7% |
| Participation rate | 55.6% | 79.0%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -20.91% | 29.09%-50.0pp | 35.95%-56.9pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,245 | $3,490-64.3% | $2,837-56.1% | $4,741-73.7% |
| Participant deferral / active EE | $2,087 | $5,339-60.9% | $4,656-55.2% | $6,401-67.4% |
| Admin fee / account holder | $82 | $10,925-99.2% | $7,493-98.9% | $11,429-99.3% |