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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 | $42,400 | $134,001-68.4% | $112,258-62.2% | $134,509-68.5% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -24.07% | 47.15%-71.2pp | 27.47%-51.5pp | 418.13%-442.2pp |
| Employer contribution / active EE | $1,090 | $4,039-73.0% | $3,636-70.0% | $4,741-77.0% |
| Participant deferral / active EE | $6,788 | $5,291+28.3% | $4,728+43.6% | $6,400+6.1% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |