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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 | $70,080 | $48,267+45.2% | $68,808+1.8% | $68,486+2.3% |
| Participation rate | 48.0% | 60.7%-12.7pp | 69.0%-21.0pp | 67.9%-19.9pp |
| Annual return | -20.56% | -12.70%-7.9pp | -6.37%-14.2pp | -7.85%-12.7pp |
| Employer contribution / active EE | $1,214 | $1,829-33.6% | $2,656-54.3% | $2,597-53.2% |
| Participant deferral / active EE | $3,810 | $2,867+32.9% | $3,942-3.3% | $4,028-5.4% |
| Admin fee / account holder | $0 | $4,362-100.0% | $4,936-100.0% | $5,404-100.0% |