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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 | $64,828 | $99,032-34.5% | $80,022-19.0% | $135,382-52.1% |
| Participation rate | 33.3% | 78.4%-45.0pp | 75.8%-42.5pp | 82.6%-49.3pp |
| Annual return | -11.22% | 15.39%-26.6pp | 11.22%-22.4pp | 519.77%-531.0pp |
| Employer contribution / active EE | $1,317 | $3,043-56.7% | $2,468-46.6% | $4,779-72.4% |
| Participant deferral / active EE | $4,305 | $4,282+0.5% | $3,686+16.8% | $5,609-23.2% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,829-100.0% |