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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 | $62,757 | $167,352-62.5% | $143,788-56.4% | $134,509-53.3% |
| Participation rate | 66.7% | 84.8%-18.1pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -20.17% | 0.47%-20.6pp | -0.03%-20.1pp | 418.13%-438.3pp |
| Employer contribution / active EE | $1,536 | $5,620-72.7% | $4,952-69.0% | $4,741-67.6% |
| Participant deferral / active EE | $5,007 | $6,447-22.3% | $5,638-11.2% | $6,400-21.8% |
| Admin fee / account holder | $12 | $18,091-99.9% | $14,675-99.9% | $11,427-99.9% |