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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 | $86,347 | $54,357+58.9% | $82,706+4.4% | $68,495+26.1% |
| Participation rate | 46.4% | 63.9%-17.5pp | 72.6%-26.1pp | 67.9%-21.5pp |
| Annual return | -21.88% | -13.67%-8.2pp | 701.76%-723.6pp | -7.84%-14.0pp |
| Employer contribution / active EE | $259 | $2,218-88.3% | $3,007-91.4% | $2,596-90.0% |
| Participant deferral / active EE | $1,322 | $3,246-59.3% | $4,394-69.9% | $4,028-67.2% |
| Admin fee / account holder | $0 | $4,396-100.0% | $5,329-100.0% | $5,403-100.0% |