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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 | $79,020 | $56,544+39.7% | $75,501+4.7% | $70,126+12.7% |
| Participation rate | 34.2% | 68.1%-33.9pp | 72.4%-38.1pp | 69.5%-35.3pp |
| Annual return | -1.88% | 23.59%-25.5pp | 27.35%-29.2pp | 73.15%-75.0pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,131 | $2,580-17.4% | $3,142-32.2% | $3,332-36.0% |
| Admin fee / account holder | $0 | $3,827-100.0% | $5,801-100.0% | $4,645-100.0% |