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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 | $27,226 | $32,037-15.0% | $69,182-60.6% | $62,881-56.7% |
| Participation rate | 50.0% | 43.4%+6.6pp | 55.1%-5.1pp | 69.3%-19.3pp |
| Annual return | 1.05% | 15.16%-14.1pp | -21.93%+23.0pp | 20.14%-19.1pp |
| Employer contribution / active EE | $712 | $679+4.9% | $1,206-41.0% | $2,281-68.8% |
| Participant deferral / active EE | $2,500 | $1,185+110.9% | $1,897+31.8% | $3,203-22.0% |
| Admin fee / account holder | $146 | $2,608-94.4% | $2,697-94.6% | $4,296-96.6% |