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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 | $49,481 | $167,352-70.4% | $143,788-65.6% | $134,509-63.2% |
| Participation rate | 12.5% | 84.8%-72.3pp | 80.3%-67.8pp | 81.2%-68.7pp |
| Annual return | -27.37% | 0.47%-27.8pp | -0.03%-27.3pp | 418.13%-445.5pp |
| Employer contribution / active EE | $1,833 | $5,620-67.4% | $4,952-63.0% | $4,741-61.3% |
| Participant deferral / active EE | $2,464 | $6,447-61.8% | $5,638-56.3% | $6,400-61.5% |
| Admin fee / account holder | $181 | $18,091-99.0% | $14,675-98.8% | $11,427-98.4% |