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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 | $16,373 | $56,484-71.0% | $169,452-90.3% | $64,173-74.5% |
| Participation rate | 42.2% | 64.5%-22.3pp | 77.8%-35.6pp | 69.6%-27.3pp |
| Annual return | -9.28% | -1.55%-7.7pp | 1.83%-11.1pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,031 | $3,448-41.1% | $5,277-61.5% | $3,470-41.5% |
| Admin fee / account holder | $186 | $4,174-95.5% | $9,110-98.0% | $4,887-96.2% |