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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 | $24,764 | $133,998-81.5% | $112,263-77.9% | $134,545-81.6% |
| Participation rate | 59.1% | 78.6%-19.5pp | 75.1%-16.0pp | 81.2%-22.1pp |
| Annual return | -24.05% | 47.17%-71.2pp | 27.49%-51.5pp | 418.37%-442.4pp |
| Employer contribution / active EE | $1,883 | $4,040-53.4% | $3,636-48.2% | $4,742-60.3% |
| Participant deferral / active EE | $2,723 | $5,292-48.6% | $4,729-42.4% | $6,401-57.5% |
| Admin fee / account holder | $18 | $7,493-99.8% | $6,410-99.7% | $11,431-99.8% |