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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 | $49,300 | $65,704-25.0% | $94,229-47.7% | $59,633-17.3% |
| Participation rate | 58.3% | 72.1%-13.8pp | 78.8%-20.4pp | 68.7%-10.3pp |
| Annual return | -2.73% | 5.22%-7.9pp | 10.68%-13.4pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $944 | $2,021-53.3% | $3,587-73.7% | $2,203-57.1% |
| Participant deferral / active EE | $3,590 | $3,143+14.2% | $4,320-16.9% | $3,192+12.5% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |