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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 | $33,499 | $152,597-78.0% | $117,533-71.5% | $134,532-75.1% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -22.27% | 53.04%-75.3pp | 29.77%-52.0pp | 418.27%-440.5pp |
| Employer contribution / active EE | $5,098 | $5,576-8.6% | $4,179+22.0% | $4,741+7.5% |
| Participant deferral / active EE | $9,880 | $4,821+104.9% | $4,072+142.6% | $6,401+54.4% |
| Admin fee / account holder | $20 | $7,007-99.7% | $5,647-99.6% | $11,429-99.8% |