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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 | $79,753 | $133,981-40.5% | $112,249-28.9% | $134,532-40.7% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.1%-36.6pp | 81.2%-42.8pp |
| Annual return | -23.23% | 47.16%-70.4pp | 27.48%-50.7pp | 418.27%-441.5pp |
| Employer contribution / active EE | $1,958 | $4,040-51.5% | $3,636-46.2% | $4,741-58.7% |
| Participant deferral / active EE | $4,607 | $5,292-13.0% | $4,729-2.6% | $6,401-28.0% |
| Admin fee / account holder | $50 | $7,492-99.3% | $6,412-99.2% | $11,429-99.6% |