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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 | $59,203 | $211,946-72.1% | $169,452-65.1% | $135,379-56.3% |
| Participation rate | 57.1% | 82.6%-25.5pp | 77.8%-20.6pp | 82.6%-25.5pp |
| Annual return | -9.45% | 3.26%-12.7pp | 1.83%-11.3pp | 519.79%-529.2pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,979 | $6,075-18.1% | $5,277-5.7% | $5,609-11.2% |
| Admin fee / account holder | $169 | $11,472-98.5% | $9,110-98.1% | $10,828-98.4% |