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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 | $49,027 | $110,083-55.5% | $151,639-67.7% | $68,486-28.4% |
| Participation rate | 58.5% | 84.0%-25.4pp | 87.5%-29.0pp | 67.9%-9.4pp |
| Annual return | -20.03% | -10.12%-9.9pp | 3.34%-23.4pp | -7.85%-12.2pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $12,484 | $6,526+91.3% | $8,363+49.3% | $4,028+210.0% |
| Admin fee / account holder | $82 | $7,718-98.9% | $11,613-99.3% | $5,404-98.5% |