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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 | $17,035 | $42,383-59.8% | $76,518-77.7% | $64,173-73.5% |
| Participation rate | 14.8% | 58.1%-43.3pp | 68.0%-53.2pp | 69.6%-54.8pp |
| Annual return | -16.83% | -16.54%-0.3pp | -0.27%-16.6pp | 7.63%-24.5pp |
| Employer contribution / active EE | $453 | $1,563-71.0% | $2,647-82.9% | $2,381-81.0% |
| Participant deferral / active EE | $1,215 | $2,566-52.6% | $3,836-68.3% | $3,470-65.0% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,849-100.0% | $4,887-100.0% |