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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 | $35,763 | $53,596-33.3% | $90,657-60.6% | $64,173-44.3% |
| Participation rate | 34.5% | 64.5%-30.0pp | 74.0%-39.5pp | 69.6%-35.1pp |
| Annual return | -11.84% | 4.41%-16.3pp | 1.89%-13.7pp | 7.63%-19.5pp |
| Employer contribution / active EE | $607 | $1,503-59.6% | $2,532-76.0% | $2,381-74.5% |
| Participant deferral / active EE | $2,425 | $2,459-1.3% | $3,424-29.2% | $3,470-30.1% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,887-100.0% |