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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 | $62,090 | $73,863-15.9% | $143,797-56.8% | $68,490-9.3% |
| Participation rate | 29.2% | 66.7%-37.5pp | 80.3%-51.2pp | 67.9%-38.7pp |
| Annual return | -24.35% | 0.91%-25.3pp | -0.04%-24.3pp | -7.85%-16.5pp |
| Employer contribution / active EE | $700 | $3,185-78.0% | $4,952-85.9% | $2,597-73.0% |
| Participant deferral / active EE | $1,933 | $3,385-42.9% | $5,638-65.7% | $4,028-52.0% |
| Admin fee / account holder | $264 | $5,756-95.4% | $14,679-98.2% | $5,403-95.1% |