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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 | $16,700 | $42,383-60.6% | $76,523-78.2% | $64,181-74.0% |
| Participation rate | 24.7% | 58.1%-33.5pp | 68.0%-43.3pp | 69.6%-44.9pp |
| Annual return | -14.01% | -16.54%+2.5pp | -0.27%-13.7pp | 7.63%-21.6pp |
| Employer contribution / active EE | $994 | $1,563-36.4% | $2,647-62.4% | $2,381-58.2% |
| Participant deferral / active EE | $1,996 | $2,566-22.2% | $3,835-48.0% | $3,470-42.5% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,887-100.0% |