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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 | $23,214 | $62,583-62.9% | $76,767-69.8% | $64,173-63.8% |
| Participation rate | 50.0% | 72.8%-22.8pp | 77.0%-27.0pp | 69.6%-19.6pp |
| Annual return | -9.30% | -1.95%-7.4pp | 2.43%-11.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $906 | $1,832-50.5% | $2,485-63.5% | $2,381-61.9% |
| Participant deferral / active EE | $1,440 | $3,145-54.2% | $3,852-62.6% | $3,470-58.5% |
| Admin fee / account holder | $39 | $4,667-99.2% | $6,675-99.4% | $4,887-99.2% |