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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 | $30,047 | $185,312-83.8% | $161,489-81.4% | $154,746-80.6% |
| Participation rate | 14.3% | 82.5%-68.2pp | 78.7%-64.4pp | 80.7%-66.4pp |
| Annual return | -43.94% | 103.84%-147.8pp | 89.72%-133.7pp | 172.34%-216.3pp |
| Employer contribution / active EE | $0 | $4,769-100.0% | $4,268-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,485 | $6,350-45.1% | $5,630-38.1% | $6,730-48.2% |
| Admin fee / account holder | $174 | $18,654-99.1% | $16,006-98.9% | $14,365-98.8% |