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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 | $43,099 | $167,323-74.2% | $143,770-70.0% | $134,493-68.0% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -26.24% | 0.47%-26.7pp | -0.04%-26.2pp | 418.01%-444.3pp |
| Employer contribution / active EE | $2,024 | $5,619-64.0% | $4,951-59.1% | $4,740-57.3% |
| Participant deferral / active EE | $6,149 | $6,446-4.6% | $5,638+9.1% | $6,400-3.9% |
| Admin fee / account holder | $188 | $18,088-99.0% | $14,673-98.7% | $11,425-98.4% |