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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 | $43,017 | $54,355-20.9% | $82,744-48.0% | $68,486-37.2% |
| Participation rate | 46.2% | 63.9%-17.8pp | 72.6%-26.4pp | 67.9%-21.7pp |
| Annual return | -21.10% | -13.67%-7.4pp | 702.22%-723.3pp | -7.85%-13.2pp |
| Employer contribution / active EE | $689 | $2,219-68.9% | $3,008-77.1% | $2,597-73.5% |
| Participant deferral / active EE | $2,214 | $3,246-31.8% | $4,395-49.6% | $4,028-45.0% |
| Admin fee / account holder | $245 | $4,397-94.4% | $5,325-95.4% | $5,404-95.5% |