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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 | $38,770 | $82,678-53.1% | $125,391-69.1% | $68,490-43.4% |
| Participation rate | 63.2% | 75.1%-11.9pp | 82.4%-19.2pp | 67.9%-4.7pp |
| Annual return | -21.63% | -5.97%-15.7pp | 572.41%-594.0pp | -7.85%-13.8pp |
| Employer contribution / active EE | $2,508 | $3,382-25.8% | $4,816-47.9% | $2,597-3.4% |
| Participant deferral / active EE | $5,296 | $6,111-13.3% | $7,448-28.9% | $4,028+31.5% |
| Admin fee / account holder | $24 | $6,277-99.6% | $10,009-99.8% | $5,403-99.6% |