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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 | $64,168 | $54,380+18.0% | $68,509-6.3% | $59,633+7.6% |
| Participation rate | 68.6% | 70.2%-1.6pp | 74.7%-6.1pp | 68.7%0pp |
| Annual return | -13.13% | 2.83%-16.0pp | 8.27%-21.4pp | 2041.45%-2054.6pp |
| Employer contribution / active EE | $828 | $1,539-46.2% | $2,278-63.7% | $2,203-62.4% |
| Participant deferral / active EE | $1,893 | $2,643-28.4% | $3,382-44.0% | $3,192-40.7% |
| Admin fee / account holder | $110 | $3,885-97.2% | $5,275-97.9% | $4,297-97.4% |