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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 | $12,520 | $133,981-90.7% | $112,249-88.8% | $134,532-90.7% |
| Participation rate | 62.5% | 78.6%-16.1pp | 75.1%-12.6pp | 81.2%-18.7pp |
| Annual return | -24.30% | 47.16%-71.5pp | 27.48%-51.8pp | 418.27%-442.6pp |
| Employer contribution / active EE | $2,182 | $4,040-46.0% | $3,636-40.0% | $4,741-54.0% |
| Participant deferral / active EE | $4,297 | $5,292-18.8% | $4,729-9.1% | $6,401-32.9% |
| Admin fee / account holder | $93 | $7,492-98.8% | $6,412-98.5% | $11,429-99.2% |