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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 | $57,825 | $75,935-23.8% | $60,547-4.5% | $125,388-53.9% |
| Participation rate | 33.3% | 76.5%-43.2pp | 68.0%-34.6pp | 83.2%-49.9pp |
| Annual return | -4.39% | -5.38%+1.0pp | 335.64%-340.0pp | 282.24%-286.6pp |
| Employer contribution / active EE | $2,644 | $3,438-23.1% | $2,419+9.3% | $4,866-45.7% |
| Participant deferral / active EE | $8,000 | $4,506+77.5% | $3,328+140.4% | $5,352+49.5% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |