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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 | $62,820 | $114,013-44.9% | $103,693-39.4% | $155,188-59.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-6.0pp | 80.8%-14.1pp |
| Annual return | -4.06% | 49.31%-53.4pp | 47.61%-51.7pp | 148.84%-152.9pp |
| Employer contribution / active EE | $5,000 | $3,131+59.7% | $2,920+71.2% | $4,248+17.7% |
| Participant deferral / active EE | $13,375 | $4,970+169.1% | $4,579+192.1% | $6,531+104.8% |
| Admin fee / account holder | $1 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |