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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 | $47,937 | $95,895-50.0% | $79,576-39.8% | $134,509-64.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -25.22% | -2.72%-22.5pp | 0.15%-25.4pp | 418.13%-443.4pp |
| Employer contribution / active EE | $1,365 | $3,128-56.4% | $2,413-43.5% | $4,741-71.2% |
| Participant deferral / active EE | $6,400 | $4,693+36.4% | $3,985+60.6% | $6,4000% |
| Admin fee / account holder | -$396 | $9,129-104.3% | $6,834-105.8% | $11,427-103.5% |