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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 | $83,362 | $106,247-21.5% | $96,515-13.6% | $139,466-40.2% |
| Participation rate | 57.1% | 77.8%-20.7pp | 74.3%-17.2pp | 80.3%-23.2pp |
| Annual return | -0.32% | 38.47%-38.8pp | 35.73%-36.1pp | 373.66%-374.0pp |
| Employer contribution / active EE | $1,870 | $4,106-54.4% | $3,740-50.0% | $4,754-60.7% |
| Participant deferral / active EE | $5,900 | $5,456+8.1% | $4,880+20.9% | $6,712-12.1% |
| Admin fee / account holder | $0 | $7,885-100.0% | $6,735-100.0% | $11,409-100.0% |