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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 | $47,041 | $77,816-39.5% | $123,552-61.9% | $64,173-26.7% |
| Participation rate | 44.0% | 74.7%-30.7pp | 82.3%-38.3pp | 69.6%-25.6pp |
| Annual return | -9.34% | 12.49%-21.8pp | 119.20%-128.5pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,544 | $3,014-48.8% | $4,628-66.6% | $2,381-35.1% |
| Participant deferral / active EE | $3,879 | $5,240-26.0% | $6,426-39.6% | $3,470+11.8% |
| Admin fee / account holder | $0 | $5,519-100.0% | $9,285-100.0% | $4,887-100.0% |