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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 | $39,817 | $158,852-74.9% | $121,220-67.2% | $135,380-70.6% |
| Participation rate | 66.7% | 79.3%-12.6pp | 71.8%-5.1pp | 82.6%-16.0pp |
| Annual return | -17.71% | -0.64%-17.1pp | 16.94%-34.6pp | 519.81%-537.5pp |
| Employer contribution / active EE | $1,603 | $5,666-71.7% | $4,023-60.2% | $4,779-66.5% |
| Participant deferral / active EE | $10,085 | $4,006+151.8% | $3,345+201.5% | $5,609+79.8% |
| Admin fee / account holder | $24 | $6,515-99.6% | $5,021-99.5% | $10,828-99.8% |