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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 | $70,209 | $95,188-26.2% | $76,518-8.2% | $135,379-48.1% |
| Participation rate | 9.1% | 74.4%-65.3pp | 68.0%-58.9pp | 82.6%-73.6pp |
| Annual return | -12.81% | 4.85%-17.7pp | -0.27%-12.5pp | 519.79%-532.6pp |
| Employer contribution / active EE | $803 | $3,303-75.7% | $2,647-69.7% | $4,779-83.2% |
| Participant deferral / active EE | $1,682 | $4,640-63.8% | $3,836-56.2% | $5,609-70.0% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,849-100.0% | $10,828-100.0% |