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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 | $70,486 | $73,863-4.6% | $143,797-51.0% | $68,490+2.9% |
| Participation rate | 29.0% | 66.7%-37.6pp | 80.3%-51.3pp | 67.9%-38.9pp |
| Annual return | -23.82% | 0.91%-24.7pp | -0.04%-23.8pp | -7.85%-16.0pp |
| Employer contribution / active EE | $930 | $3,185-70.8% | $4,952-81.2% | $2,597-64.2% |
| Participant deferral / active EE | $2,252 | $3,385-33.5% | $5,638-60.1% | $4,028-44.1% |
| Admin fee / account holder | $0 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |