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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 | $39,985 | $162,821-75.4% | $133,978-70.2% | $158,982-74.8% |
| Participation rate | 64.3% | 83.2%-18.9pp | 79.8%-15.6pp | 82.0%-17.7pp |
| Annual return | -1.00% | 41.95%-42.9pp | 45.10%-46.1pp | 302.99%-304.0pp |
| Employer contribution / active EE | $1,862 | $4,976-62.6% | $3,919-52.5% | $4,763-60.9% |
| Participant deferral / active EE | $3,903 | $5,910-34.0% | $5,047-22.7% | $5,983-34.8% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |