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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 | $100,750 | $107,809-6.5% | $90,657+11.1% | $135,379-25.6% |
| Participation rate | 50.0% | 78.0%-28.0pp | 74.0%-24.0pp | 82.6%-32.6pp |
| Annual return | -16.84% | -0.90%-15.9pp | 1.89%-18.7pp | 519.79%-536.6pp |
| Employer contribution / active EE | $1,411 | $3,018-53.2% | $2,532-44.3% | $4,779-70.5% |
| Participant deferral / active EE | $1,411 | $3,872-63.6% | $3,424-58.8% | $5,609-74.8% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |