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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 | $83,986 | $73,839+13.7% | $143,788-41.6% | $68,495+22.6% |
| Participation rate | 26.5% | 66.7%-40.2pp | 80.3%-53.8pp | 67.9%-41.4pp |
| Annual return | -21.84% | 1.01%-22.9pp | -0.03%-21.8pp | -7.84%-14.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,587 | $3,384+94.6% | $5,638+16.8% | $4,028+63.6% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,675-100.0% | $5,403-100.0% |