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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 | $48,217 | $47,944+0.6% | $67,834-28.9% | $62,881-23.3% |
| Participation rate | 60.5% | 61.1%-0.6pp | 68.8%-8.3pp | 69.3%-8.8pp |
| Annual return | -11.46% | 11.77%-23.2pp | 138.47%-149.9pp | 20.14%-31.6pp |
| Employer contribution / active EE | $1,490 | $1,562-4.6% | $2,403-38.0% | $2,281-34.7% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $61 | $3,712-98.4% | $4,622-98.7% | $4,296-98.6% |