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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 | $30,524 | $167,522-81.8% | $151,639-79.9% | $134,532-77.3% |
| Participation rate | 66.7% | 88.4%-21.7pp | 87.5%-20.8pp | 81.2%-14.6pp |
| Annual return | -35.89% | 7.81%-43.7pp | 3.34%-39.2pp | 418.27%-454.2pp |
| Employer contribution / active EE | $3,706 | $6,828-45.7% | $6,165-39.9% | $4,741-21.8% |
| Participant deferral / active EE | $19,620 | $8,986+118.3% | $8,363+134.6% | $6,401+206.5% |
| Admin fee / account holder | $96 | $13,780-99.3% | $11,613-99.2% | $11,429-99.2% |