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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 | $69,035 | $46,697+47.8% | $117,529-41.3% | $68,490+0.8% |
| Participation rate | 50.0% | 56.8%-6.8pp | 70.6%-20.6pp | 67.9%-17.9pp |
| Annual return | -20.20% | -14.52%-5.7pp | 29.77%-50.0pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,974 | $1,506+31.1% | $4,179-52.8% | $2,597-24.0% |
| Participant deferral / active EE | $6,347 | $2,637+140.7% | $4,072+55.9% | $4,028+57.6% |
| Admin fee / account holder | $0 | $4,023-100.0% | $5,645-100.0% | $5,403-100.0% |