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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 | $33,260 | $49,177-32.4% | $79,466-58.1% | $64,173-48.2% |
| Participation rate | 64.3% | 65.0%-0.7pp | 73.3%-9.1pp | 69.6%-5.3pp |
| Annual return | -10.40% | -1.16%-9.2pp | 718.28%-728.7pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,983 | $2,076-4.5% | $2,800-29.2% | $2,381-16.7% |
| Participant deferral / active EE | $3,006 | $2,821+6.5% | $3,704-18.9% | $3,470-13.4% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |