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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 | $69,232 | $101,618-31.9% | $93,063-25.6% | $137,256-49.6% |
| Participation rate | 40.0% | 74.9%-34.9pp | 72.1%-32.1pp | 80.0%-40.0pp |
| Annual return | -1.88% | 223.95%-225.8pp | 34.15%-36.0pp | 220.34%-222.2pp |
| Employer contribution / active EE | $943 | $2,707-65.2% | $2,476-61.9% | $4,156-77.3% |
| Participant deferral / active EE | $1,097 | $4,279-74.4% | $3,958-72.3% | $6,407-82.9% |
| Admin fee / account holder | $0 | $6,198-100.0% | $6,033-100.0% | $12,270-100.0% |