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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 | $47,780 | $92,219-48.2% | $76,768-37.8% | $135,379-64.7% |
| Participation rate | 68.4% | 79.8%-11.3pp | 77.0%-8.5pp | 82.6%-14.2pp |
| Annual return | -9.58% | 5.46%-15.0pp | 2.43%-12.0pp | 519.79%-529.4pp |
| Employer contribution / active EE | $1,983 | $3,216-38.3% | $2,485-20.2% | $4,779-58.5% |
| Participant deferral / active EE | $3,828 | $4,508-15.1% | $3,852-0.6% | $5,609-31.7% |
| Admin fee / account holder | $53 | $10,749-99.5% | $6,675-99.2% | $10,828-99.5% |