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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 | $39,764 | $107,809-63.1% | $90,657-56.1% | $135,379-70.6% |
| Participation rate | 30.8% | 78.0%-47.3pp | 74.0%-43.3pp | 82.6%-51.9pp |
| Annual return | -9.74% | -0.90%-8.8pp | 1.89%-11.6pp | 519.79%-529.5pp |
| Employer contribution / active EE | $1,056 | $3,018-65.0% | $2,532-58.3% | $4,779-77.9% |
| Participant deferral / active EE | $2,400 | $3,872-38.0% | $3,424-29.9% | $5,609-57.2% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |