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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 | $39,930 | $65,712-39.2% | $57,196-30.2% | $273,972-85.4% |
| Participation rate | 40.0% | 78.3%-38.3pp | 75.3%-35.3pp | 83.0%-43.0pp |
| Annual return | -5.03% | 22.01%-27.0pp | 14.59%-19.6pp | 41.46%-46.5pp |
| Employer contribution / active EE | $576 | $3,280-82.4% | $2,683-78.5% | $4,869-88.2% |
| Participant deferral / active EE | $3,600 | $3,782-4.8% | $3,096+16.3% | $5,287-31.9% |
| Admin fee / account holder | $0 | $4,838-100.0% | $3,141-100.0% | $10,133-100.0% |