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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 | $18,599 | $52,836-64.8% | $105,738-82.4% | $64,173-71.0% |
| Participation rate | 50.0% | 66.5%-16.5pp | 76.3%-26.3pp | 69.6%-19.6pp |
| Annual return | -9.99% | 14.30%-24.3pp | 6.27%-16.3pp | 7.63%-17.6pp |
| Employer contribution / active EE | $1,271 | $1,827-30.4% | $3,268-61.1% | $2,381-46.6% |
| Participant deferral / active EE | $2,133 | $2,545-16.2% | $4,080-47.7% | $3,470-38.5% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,887-100.0% |