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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 | $53,753 | $64,706-16.9% | $112,244-52.1% | $68,498-21.5% |
| Participation rate | 53.1% | 67.1%-14.0pp | 75.1%-21.9pp | 67.9%-14.8pp |
| Annual return | -23.68% | -11.40%-12.3pp | 27.46%-51.1pp | -7.84%-15.8pp |
| Employer contribution / active EE | $1,696 | $2,746-38.2% | $3,635-53.4% | $2,596-34.7% |
| Participant deferral / active EE | $2,762 | $3,565-22.5% | $4,728-41.6% | $4,027-31.4% |
| Admin fee / account holder | $0 | $5,231-100.0% | $6,411-100.0% | $5,403-100.0% |