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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 | $45,515 | $142,409-68.0% | $119,634-62.0% | $134,545-66.2% |
| Participation rate | 40.0% | 82.8%-42.8pp | 79.3%-39.3pp | 81.2%-41.2pp |
| Annual return | -23.38% | -12.46%-10.9pp | -14.98%-8.4pp | 418.37%-441.7pp |
| Employer contribution / active EE | $2,320 | $5,224-55.6% | $4,232-45.2% | $4,742-51.1% |
| Participant deferral / active EE | $7,088 | $6,468+9.6% | $5,601+26.5% | $6,401+10.7% |
| Admin fee / account holder | $95 | $13,594-99.3% | $10,329-99.1% | $11,431-99.2% |