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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 | $31,625 | $81,504-61.2% | $102,437-69.1% | $80,959-60.9% |
| Participation rate | 56.8% | 66.9%-10.1pp | 74.5%-17.7pp | 67.7%-10.9pp |
| Annual return | -2.80% | 25.60%-28.4pp | 24.95%-27.8pp | 35.67%-38.5pp |
| Employer contribution / active EE | $1,028 | $3,104-66.9% | $3,871-73.4% | $2,757-62.7% |
| Participant deferral / active EE | $2,055 | $3,871-46.9% | $5,060-59.4% | $4,300-52.2% |
| Admin fee / account holder | $0 | $6,719-100.0% | $8,388-100.0% | $6,925-100.0% |