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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 | $54,688 | $102,547-46.7% | $78,210-30.1% | $147,586-62.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 0.49% | 51.08%-50.6pp | 40.90%-40.4pp | 578.59%-578.1pp |
| Employer contribution / active EE | $59 | $2,617-97.8% | $2,034-97.1% | $4,876-98.8% |
| Participant deferral / active EE | $390 | $3,481-88.8% | $2,823-86.2% | $5,439-92.8% |
| Admin fee / account holder | $0 | $5,059-100.0% | $3,758-100.0% | $10,886-100.0% |