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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 | $57,174 | $77,638-26.4% | $156,551-63.5% | $62,881-9.1% |
| Participation rate | 44.4% | 71.2%-26.8pp | 84.0%-39.6pp | 69.3%-24.9pp |
| Annual return | -26.38% | 50.33%-76.7pp | 32.23%-58.6pp | 20.14%-46.5pp |
| Employer contribution / active EE | $3,889 | $3,444+12.9% | $5,501-29.3% | $2,281+70.5% |
| Participant deferral / active EE | $3,567 | $3,046+17.1% | $4,871-26.8% | $3,203+11.4% |
| Admin fee / account holder | $13 | $5,561-99.8% | $13,028-99.9% | $4,296-99.7% |