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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 | $26,746 | $50,947-47.5% | $74,551-64.1% | $64,173-58.3% |
| Participation rate | 19.2% | 61.1%-41.8pp | 69.1%-49.9pp | 69.6%-50.3pp |
| Annual return | -26.78% | -1.85%-24.9pp | 32.53%-59.3pp | 7.63%-34.4pp |
| Employer contribution / active EE | $510 | $1,115-54.3% | $1,961-74.0% | $2,381-78.6% |
| Participant deferral / active EE | $2,608 | $2,302+13.3% | $3,108-16.1% | $3,470-24.8% |
| Admin fee / account holder | $0 | $4,221-100.0% | $5,059-100.0% | $4,887-100.0% |