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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 | $177,353-61.0% | $158,226-56.2% | $198,609-65.1% |
| Participation rate | 40.0% | 77.0%-37.0pp | 74.8%-34.8pp | 82.4%-42.4pp |
| Annual return | -1.88% | 599.50%-601.4pp | 501.41%-503.3pp | 202.70%-204.6pp |
| Employer contribution / active EE | $943 | $3,239-70.9% | $2,986-68.4% | $5,055-81.4% |
| Participant deferral / active EE | $1,097 | $4,615-76.2% | $4,317-74.6% | $6,977-84.3% |
| Admin fee / account holder | $0 | $10,960-100.0% | $10,217-100.0% | $19,030-100.0% |