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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 | $69,734 | $46,697+49.3% | $117,533-40.7% | $68,486+1.8% |
| Participation rate | 0.0% | 56.8%-56.8pp | 70.6%-70.6pp | 67.9%-67.9pp |
| Annual return | -24.49% | -14.52%-10.0pp | 29.77%-54.3pp | -7.85%-16.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,309 | $2,637-50.4% | $4,072-67.9% | $4,028-67.5% |
| Admin fee / account holder | $271 | $4,023-93.3% | $5,647-95.2% | $5,404-95.0% |