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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 | $61,609 | $87,016-29.2% | $63,244-2.6% | $125,388-50.9% |
| Participation rate | 38.9% | 77.1%-38.2pp | 71.0%-32.2pp | 83.2%-44.3pp |
| Annual return | -11.00% | 21.71%-32.7pp | -70.31%+59.3pp | 282.24%-293.2pp |
| Employer contribution / active EE | $2,598 | $3,601-27.8% | $2,322+11.9% | $4,866-46.6% |
| Participant deferral / active EE | $1,333 | $3,939-66.2% | $2,953-54.9% | $5,352-75.1% |
| Admin fee / account holder | $0 | $11,954-100.0% | $5,893-100.0% | $9,541-100.0% |