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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 | $43,434 | $142,430-69.5% | $115,170-62.3% | $152,885-71.6% |
| Participation rate | 69.2% | 82.4%-13.1pp | 75.9%-6.7pp | 82.5%-13.2pp |
| Annual return | -7.54% | 41.48%-49.0pp | 35.60%-43.1pp | 345.39%-352.9pp |
| Employer contribution / active EE | $1,285 | $4,011-68.0% | $3,179-59.6% | $4,763-73.0% |
| Participant deferral / active EE | $2,381 | $5,165-53.9% | $4,169-42.9% | $5,851-59.3% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,598-100.0% |