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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 | $25,154 | $167,352-85.0% | $143,788-82.5% | $134,509-81.3% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -34.93% | 0.47%-35.4pp | -0.03%-34.9pp | 418.13%-453.1pp |
| Employer contribution / active EE | $1,421 | $5,620-74.7% | $4,952-71.3% | $4,741-70.0% |
| Participant deferral / active EE | $2,189 | $6,447-66.0% | $5,638-61.2% | $6,400-65.8% |
| Admin fee / account holder | $253 | $18,091-98.6% | $14,675-98.3% | $11,427-97.8% |