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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 | $22,606 | $92,219-75.5% | $76,767-70.6% | $135,380-83.3% |
| Participation rate | 57.1% | 79.8%-22.6pp | 77.0%-19.8pp | 82.6%-25.5pp |
| Annual return | -13.26% | 5.46%-18.7pp | 2.43%-15.7pp | 519.81%-533.1pp |
| Employer contribution / active EE | $1,950 | $3,216-39.4% | $2,485-21.5% | $4,779-59.2% |
| Participant deferral / active EE | $5,185 | $4,508+15.0% | $3,852+34.6% | $5,609-7.6% |
| Admin fee / account holder | $77 | $10,749-99.3% | $6,675-98.8% | $10,828-99.3% |