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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 | $62,825 | $92,219-31.9% | $76,767-18.2% | $135,380-53.6% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -10.54% | 5.46%-16.0pp | 2.43%-13.0pp | 519.81%-530.3pp |
| Employer contribution / active EE | $4,772 | $3,216+48.4% | $2,485+92.0% | $4,779-0.1% |
| Participant deferral / active EE | $10,709 | $4,508+137.5% | $3,852+178.0% | $5,609+90.9% |
| Admin fee / account holder | $40 | $10,749-99.6% | $6,675-99.4% | $10,828-99.6% |