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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 | $43,349 | $45,825-5.4% | $90,657-52.2% | $56,289-23.0% |
| Participation rate | 11.9% | 66.7%-54.8pp | 74.0%-62.1pp | 69.9%-58.0pp |
| Annual return | -7.83% | 38.64%-46.5pp | 1.89%-9.7pp | -9.96%+2.1pp |
| Employer contribution / active EE | $398 | $1,372-71.0% | $2,532-84.3% | $2,111-81.2% |
| Participant deferral / active EE | $1,270 | $2,562-50.4% | $3,424-62.9% | $3,350-62.1% |
| Admin fee / account holder | $0 | $413-100.0% | $4,994-100.0% | $521-100.0% |