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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 | $69,934 | $110,240-36.6% | $96,544-27.6% | $139,487-49.9% |
| Participation rate | 54.2% | 78.1%-24.0pp | 76.0%-21.8pp | 80.3%-26.2pp |
| Annual return | -1.27% | 26.41%-27.7pp | 25.88%-27.1pp | 373.84%-375.1pp |
| Employer contribution / active EE | $1,833 | $3,622-49.4% | $2,966-38.2% | $4,755-61.5% |
| Participant deferral / active EE | $3,915 | $5,549-29.4% | $4,851-19.3% | $6,713-41.7% |
| Admin fee / account holder | $220 | $11,602-98.1% | $8,254-97.3% | $11,407-98.1% |