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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 | $42,871 | $77,817-44.9% | $123,553-65.3% | $64,173-33.2% |
| Participation rate | 53.1% | 74.7%-21.6pp | 82.3%-29.2pp | 69.6%-16.4pp |
| Annual return | -8.41% | 12.49%-20.9pp | 119.21%-127.6pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,457 | $3,014-51.7% | $4,628-68.5% | $2,381-38.8% |
| Participant deferral / active EE | $2,943 | $5,240-43.8% | $6,426-54.2% | $3,470-15.2% |
| Admin fee / account holder | $18 | $5,519-99.7% | $9,284-99.8% | $4,887-99.6% |