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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 | $27,660 | $82,674-66.5% | $125,381-77.9% | $68,486-59.6% |
| Participation rate | 69.8% | 75.1%-5.3pp | 82.4%-12.6pp | 67.9%+1.9pp |
| Annual return | -28.53% | -5.97%-22.6pp | 572.31%-600.8pp | -7.85%-20.7pp |
| Employer contribution / active EE | $4,550 | $3,382+34.5% | $4,815-5.5% | $2,597+75.2% |
| Participant deferral / active EE | $4,595 | $6,111-24.8% | $7,448-38.3% | $4,028+14.1% |
| Admin fee / account holder | $105 | $6,277-98.3% | $10,007-99.0% | $5,404-98.1% |