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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 | $21,732 | $106,115-79.5% | $85,969-74.7% | $125,389-82.7% |
| Participation rate | 45.0% | 84.1%-39.1pp | 76.5%-31.5pp | 83.2%-38.2pp |
| Annual return | -5.37% | 13.93%-19.3pp | 9.32%-14.7pp | 282.24%-287.6pp |
| Employer contribution / active EE | $1,019 | $4,537-77.6% | $3,474-70.7% | $4,866-79.1% |
| Participant deferral / active EE | $4,790 | $4,859-1.4% | $3,829+25.1% | $5,352-10.5% |
| Admin fee / account holder | $17 | $8,144-99.8% | $6,053-99.7% | $9,541-99.8% |