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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 | $17,766 | $69,444-74.4% | $92,985-80.9% | $87,485-79.7% |
| Participation rate | 68.3% | 63.3%+5.0pp | 69.5%-1.2pp | 68.9%-0.6pp |
| Annual return | -40.37% | 23.85%-64.2pp | 27.99%-68.4pp | 26.06%-66.4pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,364-100.0% | $4,377-100.0% | $4,274-100.0% |
| Admin fee / account holder | $0 | $6,137-100.0% | $9,463-100.0% | $7,775-100.0% |