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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 | $54,091 | $50,947+6.2% | $74,551-27.4% | $64,173-15.7% |
| Participation rate | 43.3% | 61.1%-17.7pp | 69.1%-25.8pp | 69.6%-26.2pp |
| Annual return | -9.00% | -1.85%-7.1pp | 32.53%-41.5pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,948 | $2,302-15.4% | $3,108-37.3% | $3,470-43.9% |
| Admin fee / account holder | $111 | $4,221-97.4% | $5,059-97.8% | $4,887-97.7% |