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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 | $28,155 | $52,519-46.4% | $155,789-81.9% | $59,633-52.8% |
| Participation rate | 47.8% | 61.7%-13.9pp | 76.1%-28.3pp | 68.7%-20.8pp |
| Annual return | -5.21% | 53.51%-58.7pp | 71.54%-76.7pp | 2041.40%-2046.6pp |
| Employer contribution / active EE | $1,193 | $1,589-24.9% | $3,839-68.9% | $2,203-45.8% |
| Participant deferral / active EE | $2,114 | $3,084-31.5% | $4,798-55.9% | $3,192-33.8% |
| Admin fee / account holder | $163 | $3,540-95.4% | $7,477-97.8% | $4,297-96.2% |