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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 | $71,060 | $72,404-1.9% | $110,243-35.5% | $64,173+10.7% |
| Participation rate | 31.3% | 73.3%-42.1pp | 79.8%-48.6pp | 69.6%-38.3pp |
| Annual return | -9.52% | -6.29%-3.2pp | 314.76%-324.3pp | 7.63%-17.2pp |
| Employer contribution / active EE | $1,040 | $2,282-54.4% | $3,827-72.8% | $2,381-56.3% |
| Participant deferral / active EE | $2,998 | $3,469-13.6% | $4,672-35.8% | $3,470-13.6% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |