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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 | $27,291 | $92,219-70.4% | $76,768-64.4% | $135,379-79.8% |
| Participation rate | 50.0% | 79.8%-29.8pp | 77.0%-27.0pp | 82.6%-32.6pp |
| Annual return | -10.56% | 5.46%-16.0pp | 2.43%-13.0pp | 519.79%-530.3pp |
| Employer contribution / active EE | $1,140 | $3,216-64.6% | $2,485-54.1% | $4,779-76.1% |
| Participant deferral / active EE | $2,850 | $4,508-36.8% | $3,852-26.0% | $5,609-49.2% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |