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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 | $44,783 | $90,509-50.5% | $78,693-43.1% | $273,968-83.7% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | -11.27% | 75.61%-86.9pp | 62.18%-73.4pp | 41.45%-52.7pp |
| Employer contribution / active EE | $2,889 | $3,175-9.0% | $2,850+1.4% | $4,869-40.7% |
| Participant deferral / active EE | $6,308 | $3,901+61.7% | $3,517+79.4% | $5,287+19.3% |
| Admin fee / account holder | $112 | $5,264-97.9% | $4,511-97.5% | $10,132-98.9% |