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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 | $121,323 | $62,583+93.9% | $76,767+58.0% | $64,173+89.1% |
| Participation rate | 46.2% | 72.8%-26.7pp | 77.0%-30.8pp | 69.6%-23.4pp |
| Annual return | -8.32% | -1.95%-6.4pp | 2.43%-10.8pp | 7.63%-16.0pp |
| Employer contribution / active EE | $1,076 | $1,832-41.3% | $2,485-56.7% | $2,381-54.8% |
| Participant deferral / active EE | $2,343 | $3,145-25.5% | $3,852-39.2% | $3,470-32.5% |
| Admin fee / account holder | $0 | $4,667-100.0% | $6,675-100.0% | $4,887-100.0% |