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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 | $42,132 | $85,790-50.9% | $67,313-37.4% | $135,380-68.9% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.1%-19.1pp | 82.6%-32.6pp |
| Annual return | -14.04% | -0.54%-13.5pp | -4.08%-10.0pp | 519.81%-533.8pp |
| Employer contribution / active EE | $1,547 | $3,487-55.6% | $2,566-39.7% | $4,779-67.6% |
| Participant deferral / active EE | $10,113 | $4,651+117.4% | $3,568+183.4% | $5,609+80.3% |
| Admin fee / account holder | $0 | $6,392-100.0% | $4,507-100.0% | $10,828-100.0% |