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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 | $63,417 | $64,729-2.0% | $112,263-43.5% | $68,490-7.4% |
| Participation rate | 6.1% | 67.2%-61.1pp | 75.1%-69.0pp | 67.9%-61.8pp |
| Annual return | -21.46% | -11.40%-10.1pp | 27.49%-48.9pp | -7.85%-13.6pp |
| Employer contribution / active EE | $1,348 | $2,746-50.9% | $3,636-62.9% | $2,597-48.1% |
| Participant deferral / active EE | $2,046 | $3,566-42.6% | $4,729-56.7% | $4,028-49.2% |
| Admin fee / account holder | $87 | $5,222-98.3% | $6,410-98.6% | $5,403-98.4% |