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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 | $58,849 | $87,542-32.8% | $75,782-22.3% | $125,393-53.1% |
| Participation rate | 35.3% | 80.2%-44.9pp | 75.8%-40.5pp | 83.2%-47.9pp |
| Annual return | -5.33% | 13.48%-18.8pp | 9.68%-15.0pp | 282.23%-287.6pp |
| Employer contribution / active EE | $642 | $3,930-83.7% | $3,323-80.7% | $4,866-86.8% |
| Participant deferral / active EE | $2,150 | $4,229-49.2% | $3,652-41.1% | $5,351-59.8% |
| Admin fee / account holder | $273 | $6,502-95.8% | $5,300-94.9% | $9,541-97.1% |