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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 | $79,370 | $99,652-20.4% | $78,778+0.8% | $147,585-46.2% |
| Participation rate | 54.5% | 76.2%-21.7pp | 69.2%-14.6pp | 82.8%-28.3pp |
| Annual return | -8.42% | 47.28%-55.7pp | 35.62%-44.0pp | 578.58%-587.0pp |
| Employer contribution / active EE | $947 | $2,796-66.1% | $1,986-52.3% | $4,876-80.6% |
| Participant deferral / active EE | $3,176 | $3,664-13.3% | $2,958+7.4% | $5,439-41.6% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |