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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 | $67,070 | $72,404-7.4% | $110,243-39.2% | $64,173+4.5% |
| Participation rate | 56.3% | 73.3%-17.1pp | 79.8%-23.6pp | 69.6%-13.3pp |
| Annual return | -7.84% | -6.29%-1.5pp | 314.76%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,627 | $2,282+15.1% | $3,827-31.4% | $2,381+10.3% |
| Participant deferral / active EE | $4,902 | $3,469+41.3% | $4,672+4.9% | $3,470+41.3% |
| Admin fee / account holder | $58 | $5,664-99.0% | $8,548-99.3% | $4,887-98.8% |