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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 | $51,005 | $140,592-63.7% | $123,105-58.6% | $125,389-59.3% |
| Participation rate | 25.0% | 88.2%-63.2pp | 86.8%-61.8pp | 83.2%-58.2pp |
| Annual return | -45.00% | 16.80%-61.8pp | 13.22%-58.2pp | 282.24%-327.2pp |
| Employer contribution / active EE | $2,177 | $6,041-64.0% | $5,151-57.7% | $4,866-55.3% |
| Participant deferral / active EE | $6,000 | $6,980-14.0% | $6,229-3.7% | $5,352+12.1% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |