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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 | $11,724 | $73,839-84.1% | $143,788-91.8% | $68,495-82.9% |
| Participation rate | 26.4% | 66.7%-40.3pp | 80.3%-53.9pp | 67.9%-41.5pp |
| Annual return | -21.29% | 1.01%-22.3pp | -0.03%-21.3pp | -7.84%-13.4pp |
| Employer contribution / active EE | $418 | $3,184-86.9% | $4,952-91.6% | $2,596-83.9% |
| Participant deferral / active EE | $1,194 | $3,384-64.7% | $5,638-78.8% | $4,028-70.4% |
| Admin fee / account holder | $256 | $5,755-95.5% | $14,675-98.3% | $5,403-95.3% |