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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 | $34,581 | $92,219-62.5% | $76,766-55.0% | $135,382-74.5% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | -9.25% | 5.46%-14.7pp | 2.43%-11.7pp | 519.77%-529.0pp |
| Employer contribution / active EE | $1,424 | $3,216-55.7% | $2,485-42.7% | $4,779-70.2% |
| Participant deferral / active EE | $4,118 | $4,508-8.7% | $3,851+6.9% | $5,609-26.6% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,829-100.0% |