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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 | $36,989 | $101,778-63.7% | $164,975-77.6% | $80,925-54.3% |
| Participation rate | 48.4% | 71.8%-23.4pp | 78.6%-30.2pp | 67.7%-19.3pp |
| Annual return | -0.15% | 16.73%-16.9pp | 70.12%-70.3pp | 35.65%-35.8pp |
| Employer contribution / active EE | $1,781 | $2,954-39.7% | $4,343-59.0% | $2,756-35.4% |
| Participant deferral / active EE | $3,452 | $4,477-22.9% | $6,033-42.8% | $4,299-19.7% |
| Admin fee / account holder | $0 | $8,221-100.0% | $12,688-100.0% | $6,940-100.0% |