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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 | $60,313 | $89,370-32.5% | $141,197-57.3% | $72,976-17.4% |
| Participation rate | 42.9% | 75.1%-32.3pp | 82.5%-39.6pp | 69.5%-26.6pp |
| Annual return | -1.20% | 111.88%-113.1pp | 71.41%-72.6pp | 81.02%-82.2pp |
| Employer contribution / active EE | $1,755 | $3,115-43.7% | $4,736-63.0% | $2,440-28.1% |
| Participant deferral / active EE | $2,428 | $5,419-55.2% | $6,710-63.8% | $3,608-32.7% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |