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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 | $39,718 | $81,840-51.5% | $63,412-37.4% | $125,389-68.3% |
| Participation rate | 38.5% | 73.0%-34.6pp | 67.1%-28.6pp | 83.2%-44.7pp |
| Annual return | -4.48% | -0.10%-4.4pp | 4.04%-8.5pp | 282.24%-286.7pp |
| Employer contribution / active EE | $739 | $2,377-68.9% | $1,814-59.3% | $4,866-84.8% |
| Participant deferral / active EE | $939 | $3,064-69.4% | $2,496-62.4% | $5,352-82.5% |
| Admin fee / account holder | $65 | $4,951-98.7% | $3,753-98.3% | $9,541-99.3% |