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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 | $47,636 | $82,674-42.4% | $125,363-62.0% | $68,495-30.5% |
| Participation rate | 51.7% | 75.0%-23.3pp | 82.4%-30.7pp | 67.9%-16.2pp |
| Annual return | -20.76% | -5.97%-14.8pp | 572.15%-592.9pp | -7.84%-12.9pp |
| Employer contribution / active EE | $976 | $3,382-71.1% | $4,815-79.7% | $2,596-62.4% |
| Participant deferral / active EE | $3,047 | $6,111-50.1% | $7,447-59.1% | $4,028-24.3% |
| Admin fee / account holder | $49 | $6,276-99.2% | $10,005-99.5% | $5,403-99.1% |