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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 | $83,045 | $147,556-43.7% | $129,031-35.6% | $198,609-58.2% |
| Participation rate | 50.0% | 77.2%-27.2pp | 73.4%-23.4pp | 82.4%-32.4pp |
| Annual return | -20.06% | 37.41%-57.5pp | 34.67%-54.7pp | 202.70%-222.8pp |
| Employer contribution / active EE | $4,089 | $3,645+12.2% | $3,226+26.7% | $5,055-19.1% |
| Participant deferral / active EE | $5,190 | $5,760-9.9% | $5,217-0.5% | $6,977-25.6% |
| Admin fee / account holder | $0 | $15,467-100.0% | $13,208-100.0% | $19,030-100.0% |