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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 | $36,576 | $167,352-78.1% | $143,788-74.6% | $134,509-72.8% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -25.09% | 0.47%-25.6pp | -0.03%-25.1pp | 418.13%-443.2pp |
| Employer contribution / active EE | $3,346 | $5,620-40.5% | $4,952-32.4% | $4,741-29.4% |
| Participant deferral / active EE | $5,050 | $6,447-21.7% | $5,638-10.4% | $6,400-21.1% |
| Admin fee / account holder | $198 | $18,091-98.9% | $14,675-98.6% | $11,427-98.3% |