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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 | $52,381 | $95,917-45.4% | $79,583-34.2% | $134,545-61.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -32.98% | -2.70%-30.3pp | 0.16%-33.1pp | 418.37%-451.3pp |
| Employer contribution / active EE | $6,195 | $3,129+98.0% | $2,414+156.7% | $4,742+30.7% |
| Participant deferral / active EE | $7,493 | $4,694+59.6% | $3,986+88.0% | $6,401+17.0% |
| Admin fee / account holder | $18 | $9,132-99.8% | $6,835-99.7% | $11,431-99.8% |