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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 | $44,549 | $114,013-60.9% | $103,693-57.0% | $155,188-71.3% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 80.8%-55.8pp |
| Annual return | -21.78% | 49.31%-71.1pp | 47.61%-69.4pp | 148.84%-170.6pp |
| Employer contribution / active EE | $670 | $3,131-78.6% | $2,920-77.1% | $4,248-84.2% |
| Participant deferral / active EE | $1,625 | $4,970-67.3% | $4,579-64.5% | $6,531-75.1% |
| Admin fee / account holder | $0 | $8,407-100.0% | $7,858-100.0% | $14,480-100.0% |