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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 | $55,830 | $42,917+30.1% | $60,899-8.3% | $68,495-18.5% |
| Participation rate | 16.9% | 66.8%-49.8pp | 73.1%-56.2pp | 67.9%-50.9pp |
| Annual return | -21.10% | -13.99%-7.1pp | 16.92%-38.0pp | -7.84%-13.3pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,702-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,295 | $2,867-54.8% | $3,817-66.1% | $4,028-67.8% |
| Admin fee / account holder | $252 | $3,102-91.9% | $3,225-92.2% | $5,403-95.3% |