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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 | $50,415 | $153,311-67.1% | $109,313-53.9% | $273,972-81.6% |
| Participation rate | 66.7% | 80.1%-13.4pp | 71.3%-4.6pp | 83.0%-16.3pp |
| Annual return | -2.36% | 29.86%-32.2pp | 22.07%-24.4pp | 41.46%-43.8pp |
| Employer contribution / active EE | $1,105 | $5,619-80.3% | $3,892-71.6% | $4,869-77.3% |
| Participant deferral / active EE | $1,333 | $3,932-66.1% | $3,166-57.9% | $5,287-74.8% |
| Admin fee / account holder | $0 | $8,076-100.0% | $5,666-100.0% | $10,133-100.0% |