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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 | $83,818 | $107,806-22.3% | $90,655-7.5% | $135,382-38.1% |
| Participation rate | 35.7% | 78.0%-42.3pp | 74.0%-38.3pp | 82.6%-46.9pp |
| Annual return | -10.95% | -0.90%-10.1pp | 1.89%-12.8pp | 519.77%-530.7pp |
| Employer contribution / active EE | $2,220 | $3,018-26.4% | $2,532-12.3% | $4,779-53.5% |
| Participant deferral / active EE | $4,148 | $3,872+7.1% | $3,425+21.1% | $5,609-26.0% |
| Admin fee / account holder | $254 | $5,931-95.7% | $4,994-94.9% | $10,829-97.7% |