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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 | $46,837 | $67,396-30.5% | $60,919-23.1% | $134,545-65.2% |
| Participation rate | 56.3% | 76.2%-19.9pp | 73.1%-16.9pp | 81.2%-25.0pp |
| Annual return | -21.00% | 50.12%-71.1pp | 16.96%-38.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $834 | $3,101-73.1% | $2,704-69.1% | $4,742-82.4% |
| Participant deferral / active EE | $2,814 | $4,534-37.9% | $3,814-26.2% | $6,401-56.0% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |