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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 | $40,318 | $65,704-38.6% | $94,229-57.2% | $59,633-32.4% |
| Participation rate | 39.1% | 72.1%-33.0pp | 78.8%-39.6pp | 68.7%-29.5pp |
| Annual return | -3.16% | 5.22%-8.4pp | 10.68%-13.8pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $983 | $2,021-51.4% | $3,587-72.6% | $2,203-55.4% |
| Participant deferral / active EE | $2,236 | $3,143-28.9% | $4,320-48.2% | $3,192-29.9% |
| Admin fee / account holder | $0 | $4,265-100.0% | $6,269-100.0% | $4,297-100.0% |