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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 | $19,452 | $43,730-55.5% | $121,220-84.0% | $64,173-69.7% |
| Participation rate | 27.3% | 58.3%-31.1pp | 71.8%-44.5pp | 69.6%-42.3pp |
| Annual return | -9.57% | 68.94%-78.5pp | 16.94%-26.5pp | 7.63%-17.2pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,112 | $2,281-7.4% | $3,345-36.9% | $3,470-39.1% |
| Admin fee / account holder | $144 | $3,502-95.9% | $5,021-97.1% | $4,887-97.1% |