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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 | $32,792 | $100,811-67.5% | $86,698-62.2% | $134,545-75.6% |
| Participation rate | 62.5% | 79.0%-16.5pp | 76.6%-14.1pp | 81.2%-18.7pp |
| Annual return | -29.04% | 29.11%-58.2pp | 35.96%-65.0pp | 418.37%-447.4pp |
| Employer contribution / active EE | $1,044 | $3,490-70.1% | $2,837-63.2% | $4,742-78.0% |
| Participant deferral / active EE | $6,100 | $5,339+14.3% | $4,656+31.0% | $6,401-4.7% |
| Admin fee / account holder | $219 | $10,926-98.0% | $7,492-97.1% | $11,431-98.1% |