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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 | $59,972 | $133,981-55.2% | $112,249-46.6% | $134,532-55.4% |
| Participation rate | 38.5% | 78.6%-40.1pp | 75.1%-36.6pp | 81.2%-42.8pp |
| Annual return | -24.35% | 47.16%-71.5pp | 27.48%-51.8pp | 418.27%-442.6pp |
| Employer contribution / active EE | $1,275 | $4,040-68.4% | $3,636-64.9% | $4,741-73.1% |
| Participant deferral / active EE | $2,538 | $5,292-52.0% | $4,729-46.3% | $6,401-60.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |