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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 | $61,487 | $69,012-10.9% | $160,037-61.6% | $68,490-10.2% |
| Participation rate | 48.1% | 65.4%-17.3pp | 78.0%-29.8pp | 67.9%-19.7pp |
| Annual return | -20.74% | -9.65%-11.1pp | 408.95%-429.7pp | -7.85%-12.9pp |
| Employer contribution / active EE | $1,659 | $2,212-25.0% | $4,226-60.7% | $2,597-36.1% |
| Participant deferral / active EE | $2,067 | $4,212-50.9% | $6,184-66.6% | $4,028-48.7% |
| Admin fee / account holder | $20 | $4,798-99.6% | $8,716-99.8% | $5,403-99.6% |