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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 | $41,100 | $142,392-71.1% | $119,622-65.6% | $134,532-69.4% |
| Participation rate | 69.2% | 82.8%-13.6pp | 79.3%-10.0pp | 81.2%-12.0pp |
| Annual return | -23.16% | -12.46%-10.7pp | -14.98%-8.2pp | 418.27%-441.4pp |
| Employer contribution / active EE | $1,757 | $5,224-66.4% | $4,232-58.5% | $4,741-62.9% |
| Participant deferral / active EE | $3,538 | $6,467-45.3% | $5,601-36.8% | $6,401-44.7% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |