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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 | $75,934 | $95,193-20.2% | $76,523-0.8% | $135,382-43.9% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -14.35% | 4.85%-19.2pp | -0.27%-14.1pp | 519.77%-534.1pp |
| Employer contribution / active EE | $983 | $3,302-70.2% | $2,647-62.9% | $4,779-79.4% |
| Participant deferral / active EE | $8,552 | $4,639+84.3% | $3,835+123.0% | $5,609+52.5% |
| Admin fee / account holder | $106 | $6,249-98.3% | $4,848-97.8% | $10,829-99.0% |