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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 | $56,236 | $59,116-4.9% | $86,438-34.9% | $68,486-17.9% |
| Participation rate | 18.8% | 75.2%-56.5pp | 80.3%-61.6pp | 67.9%-49.1pp |
| Annual return | -19.90% | -0.23%-19.7pp | 4397.19%-4417.1pp | -7.85%-12.0pp |
| Employer contribution / active EE | $871 | $2,519-65.4% | $3,769-76.9% | $2,597-66.4% |
| Participant deferral / active EE | $2,798 | $5,902-52.6% | $6,952-59.8% | $4,028-30.5% |
| Admin fee / account holder | $42 | $5,639-99.3% | $6,733-99.4% | $5,404-99.2% |