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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 | $27,788 | $190,916-85.4% | $160,037-82.6% | $134,545-79.3% |
| Participation rate | 45.5% | 82.0%-36.5pp | 78.0%-32.5pp | 81.2%-35.8pp |
| Annual return | -24.41% | 552.79%-577.2pp | 408.95%-433.4pp | 418.37%-442.8pp |
| Employer contribution / active EE | $662 | $4,996-86.7% | $4,226-84.3% | $4,742-86.0% |
| Participant deferral / active EE | $7,263 | $6,925+4.9% | $6,184+17.4% | $6,401+13.5% |
| Admin fee / account holder | $22 | $10,497-99.8% | $8,716-99.7% | $11,431-99.8% |