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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 | $20,438 | $167,352-87.8% | $143,788-85.8% | $134,509-84.8% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -23.76% | 0.47%-24.2pp | -0.03%-23.7pp | 418.13%-441.9pp |
| Employer contribution / active EE | $2,806 | $5,620-50.1% | $4,952-43.3% | $4,741-40.8% |
| Participant deferral / active EE | $3,500 | $6,447-45.7% | $5,638-37.9% | $6,400-45.3% |
| Admin fee / account holder | $202 | $18,091-98.9% | $14,675-98.6% | $11,427-98.2% |