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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 | $62,201 | $62,589-0.6% | $76,768-19.0% | $64,173-3.1% |
| Participation rate | 32.7% | 72.8%-40.2pp | 77.0%-44.3pp | 69.6%-36.9pp |
| Annual return | -7.88% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,966 | $3,145-5.7% | $3,852-23.0% | $3,470-14.5% |
| Admin fee / account holder | $261 | $4,667-94.4% | $6,675-96.1% | $4,887-94.7% |