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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 | $69,168 | $92,219-25.0% | $76,766-9.9% | $135,382-48.9% |
| Participation rate | 53.3% | 79.8%-26.4pp | 77.0%-23.6pp | 82.6%-29.3pp |
| Annual return | -8.97% | 5.46%-14.4pp | 2.43%-11.4pp | 519.77%-528.7pp |
| Employer contribution / active EE | $1,724 | $3,216-46.4% | $2,485-30.6% | $4,779-63.9% |
| Participant deferral / active EE | $3,804 | $4,508-15.6% | $3,851-1.2% | $5,609-32.2% |
| Admin fee / account holder | $133 | $10,749-98.8% | $6,675-98.0% | $10,829-98.8% |