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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 | $23,915 | $84,518-71.7% | $67,704-64.7% | $125,389-80.9% |
| Participation rate | 28.6% | 74.8%-46.2pp | 67.5%-38.9pp | 83.2%-54.6pp |
| Annual return | -6.37% | 2.57%-8.9pp | 25.41%-31.8pp | 282.24%-288.6pp |
| Employer contribution / active EE | $587 | $3,292-82.2% | $2,559-77.1% | $4,866-87.9% |
| Participant deferral / active EE | $1,461 | $4,430-67.0% | $3,585-59.2% | $5,352-72.7% |
| Admin fee / account holder | $0 | $5,340-100.0% | $4,255-100.0% | $9,541-100.0% |