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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 | $9,707 | $32,037-69.7% | $69,182-86.0% | $62,881-84.6% |
| Participation rate | 20.9% | 43.4%-22.5pp | 55.1%-34.2pp | 69.3%-48.4pp |
| Annual return | 4.39% | 15.16%-10.8pp | -21.93%+26.3pp | 20.14%-15.8pp |
| Employer contribution / active EE | $301 | $679-55.6% | $1,206-75.0% | $2,281-86.8% |
| Participant deferral / active EE | $1,478 | $1,185+24.7% | $1,897-22.1% | $3,203-53.9% |
| Admin fee / account holder | $64 | $2,608-97.6% | $2,697-97.6% | $4,296-98.5% |