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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 | $86,162 | $181,896-52.6% | $156,551-45.0% | $273,972-68.6% |
| Participation rate | 43.8% | 88.4%-44.6pp | 84.0%-40.3pp | 83.0%-39.3pp |
| Annual return | -1.63% | 30.74%-32.4pp | 32.23%-33.9pp | 41.46%-43.1pp |
| Employer contribution / active EE | $1,398 | $6,248-77.6% | $5,501-74.6% | $4,869-71.3% |
| Participant deferral / active EE | $2,002 | $5,550-63.9% | $4,871-58.9% | $5,287-62.1% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |