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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 | $52,511 | $82,324-36.2% | $68,803-23.7% | $134,545-61.0% |
| Participation rate | 57.9% | 75.1%-17.2pp | 69.0%-11.1pp | 81.2%-23.3pp |
| Annual return | -21.59% | -2.17%-19.4pp | -6.37%-15.2pp | 418.37%-440.0pp |
| Employer contribution / active EE | $1,335 | $3,302-59.6% | $2,656-49.7% | $4,742-71.8% |
| Participant deferral / active EE | $3,184 | $4,740-32.8% | $3,942-19.2% | $6,401-50.3% |
| Admin fee / account holder | $156 | $6,485-97.6% | $4,936-96.8% | $11,431-98.6% |