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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 | $26,259 | $133,983-80.4% | $112,244-76.6% | $134,493-80.5% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -23.36% | 47.13%-70.5pp | 27.46%-50.8pp | 418.01%-441.4pp |
| Employer contribution / active EE | $1,502 | $4,039-62.8% | $3,635-58.7% | $4,740-68.3% |
| Participant deferral / active EE | $4,180 | $5,291-21.0% | $4,728-11.6% | $6,400-34.7% |
| Admin fee / account holder | $0 | $7,490-100.0% | $6,411-100.0% | $11,425-100.0% |