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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 | $14,850 | $133,998-88.9% | $112,263-86.8% | $134,545-89.0% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -20.81% | 47.17%-68.0pp | 27.49%-48.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $5,041 | $4,040+24.8% | $3,636+38.6% | $4,742+6.3% |
| Participant deferral / active EE | $4,189 | $5,292-20.9% | $4,729-11.4% | $6,401-34.6% |
| Admin fee / account holder | $113 | $7,493-98.5% | $6,410-98.2% | $11,431-99.0% |