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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 | $50,127 | $71,878-30.3% | $86,698-42.2% | $68,486-26.8% |
| Participation rate | 56.5% | 72.2%-15.7pp | 76.6%-20.1pp | 67.9%-11.4pp |
| Annual return | -26.01% | 3.53%-29.5pp | 35.95%-62.0pp | -7.85%-18.2pp |
| Employer contribution / active EE | $766 | $2,173-64.8% | $2,837-73.0% | $2,597-70.5% |
| Participant deferral / active EE | $2,461 | $3,779-34.9% | $4,656-47.1% | $4,028-38.9% |
| Admin fee / account holder | $0 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |