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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 | $13,482 | $133,981-89.9% | $112,249-88.0% | $134,532-90.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -26.32% | 47.16%-73.5pp | 27.48%-53.8pp | 418.27%-444.6pp |
| Employer contribution / active EE | $1,107 | $4,040-72.6% | $3,636-69.6% | $4,741-76.7% |
| Participant deferral / active EE | $5,175 | $5,292-2.2% | $4,729+9.4% | $6,401-19.2% |
| Admin fee / account holder | $94 | $7,492-98.8% | $6,412-98.5% | $11,429-99.2% |