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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 | $60,647 | $77,816-22.1% | $123,549-50.9% | $64,181-5.5% |
| Participation rate | 64.3% | 74.7%-10.4pp | 82.3%-18.0pp | 69.6%-5.3pp |
| Annual return | -10.39% | 12.49%-22.9pp | 119.20%-129.6pp | 7.63%-18.0pp |
| Employer contribution / active EE | $1,143 | $3,014-62.1% | $4,628-75.3% | $2,381-52.0% |
| Participant deferral / active EE | $3,002 | $5,240-42.7% | $6,426-53.3% | $3,470-13.5% |
| Admin fee / account holder | $198 | $5,519-96.4% | $9,284-97.9% | $4,887-95.9% |