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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 | $16,435 | $97,020-83.1% | $83,327-80.3% | $135,380-87.9% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -15.15% | 12.31%-27.5pp | 10.64%-25.8pp | 519.81%-535.0pp |
| Employer contribution / active EE | $3,748 | $4,144-9.6% | $3,379+10.9% | $4,779-21.6% |
| Participant deferral / active EE | $10,230 | $5,964+71.5% | $5,565+83.8% | $5,609+82.4% |
| Admin fee / account holder | $136 | $8,426-98.4% | $7,540-98.2% | $10,828-98.7% |