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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 | $62,511 | $49,177+27.1% | $79,467-21.3% | $64,173-2.6% |
| Participation rate | 16.4% | 65.0%-48.7pp | 73.3%-57.0pp | 69.6%-53.2pp |
| Annual return | -10.70% | -1.16%-9.5pp | 718.30%-729.0pp | 7.63%-18.3pp |
| Employer contribution / active EE | $643 | $2,076-69.0% | $2,800-77.0% | $2,381-73.0% |
| Participant deferral / active EE | $1,139 | $2,821-59.6% | $3,704-69.3% | $3,470-67.2% |
| Admin fee / account holder | $0 | $3,839-100.0% | $5,104-100.0% | $4,887-100.0% |