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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 | $24,918 | $73,848-66.3% | $143,799-82.7% | $68,486-63.6% |
| Participation rate | 33.3% | 66.7%-33.3pp | 80.3%-47.0pp | 67.9%-34.6pp |
| Annual return | -20.87% | 0.91%-21.8pp | -0.04%-20.8pp | -7.85%-13.0pp |
| Employer contribution / active EE | $737 | $3,184-76.8% | $4,952-85.1% | $2,597-71.6% |
| Participant deferral / active EE | $1,807 | $3,385-46.6% | $5,638-67.9% | $4,028-55.1% |
| Admin fee / account holder | $205 | $5,755-96.4% | $14,677-98.6% | $5,404-96.2% |