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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 | $12,414 | $42,383-70.7% | $76,523-83.8% | $64,181-80.7% |
| Participation rate | 37.5% | 58.1%-20.6pp | 68.0%-30.5pp | 69.6%-32.1pp |
| Annual return | -12.55% | -16.54%+4.0pp | -0.27%-12.3pp | 7.63%-20.2pp |
| Employer contribution / active EE | $828 | $1,563-47.0% | $2,647-68.7% | $2,381-65.2% |
| Participant deferral / active EE | $1,632 | $2,566-36.4% | $3,835-57.4% | $3,470-53.0% |
| Admin fee / account holder | $0 | $3,198-100.0% | $4,848-100.0% | $4,887-100.0% |