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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 | $33,197 | $64,716-48.7% | $112,258-70.4% | $68,495-51.5% |
| Participation rate | 15.4% | 67.2%-51.8pp | 75.1%-59.7pp | 67.9%-52.5pp |
| Annual return | -24.87% | -11.40%-13.5pp | 27.47%-52.3pp | -7.84%-17.0pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $5,232-100.0% | $6,411-100.0% | $5,403-100.0% |