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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 | $24,409 | $57,350-57.4% | $83,850-70.9% | $64,181-62.0% |
| Participation rate | 51.5% | 68.6%-17.1pp | 76.1%-24.6pp | 69.6%-18.1pp |
| Annual return | -14.68% | 11.38%-26.1pp | 850.92%-865.6pp | 7.63%-22.3pp |
| Employer contribution / active EE | $1,367 | $2,545-46.3% | $3,631-62.4% | $2,381-42.6% |
| Participant deferral / active EE | $3,424 | $2,993+14.4% | $4,082-16.1% | $3,470-1.3% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,478-100.0% | $4,887-100.0% |