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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 | $69,780 | $95,915-27.2% | $79,580-12.3% | $134,532-48.1% |
| Participation rate | 52.6% | 75.0%-22.4pp | 69.5%-16.9pp | 81.2%-28.6pp |
| Annual return | -27.86% | -2.71%-25.2pp | 0.15%-28.0pp | 418.27%-446.1pp |
| Employer contribution / active EE | $945 | $3,129-69.8% | $2,413-60.9% | $4,741-80.1% |
| Participant deferral / active EE | $2,206 | $4,693-53.0% | $3,985-44.6% | $6,401-65.5% |
| Admin fee / account holder | $47 | $9,132-99.5% | $6,835-99.3% | $11,429-99.6% |