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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 | $96,071 | $116,190-17.3% | $93,614+2.6% | $152,885-37.2% |
| Participation rate | 50.0% | 78.0%-28.0pp | 75.8%-25.8pp | 82.5%-32.5pp |
| Annual return | -2.03% | 35.96%-38.0pp | 32.76%-34.8pp | 345.39%-347.4pp |
| Employer contribution / active EE | $0 | $3,219-100.0% | $2,718-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,400 | $4,604-47.9% | $4,069-41.0% | $5,851-59.0% |
| Admin fee / account holder | $45 | $10,749-99.6% | $7,889-99.4% | $11,598-99.6% |