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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 | $70,340 | $97,020-27.5% | $83,322-15.6% | $135,379-48.0% |
| Participation rate | 66.7% | 80.4%-13.7pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -14.78% | 12.31%-27.1pp | 10.64%-25.4pp | 519.79%-534.6pp |
| Employer contribution / active EE | $24,333 | $4,144+487.3% | $3,379+620.2% | $4,779+409.2% |
| Participant deferral / active EE | $12,333 | $5,964+106.8% | $5,565+121.6% | $5,609+119.9% |
| Admin fee / account holder | $176 | $8,426-97.9% | $7,540-97.7% | $10,828-98.4% |