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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 | $86,209 | $42,383+103.4% | $76,518+12.7% | $64,173+34.3% |
| Participation rate | 20.0% | 58.1%-38.1pp | 68.0%-48.0pp | 69.6%-49.6pp |
| Annual return | -14.47% | -16.54%+2.1pp | -0.27%-14.2pp | 7.63%-22.1pp |
| Employer contribution / active EE | $911 | $1,563-41.7% | $2,647-65.6% | $2,381-61.7% |
| Participant deferral / active EE | $3,354 | $2,566+30.7% | $3,836-12.6% | $3,470-3.3% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |