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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 | $17,586 | $65,712-73.2% | $57,196-69.3% | $273,972-93.6% |
| Participation rate | 60.9% | 78.3%-17.5pp | 75.3%-14.5pp | 83.0%-22.1pp |
| Annual return | -3.16% | 22.01%-25.2pp | 14.59%-17.8pp | 41.46%-44.6pp |
| Employer contribution / active EE | $933 | $3,280-71.6% | $2,683-65.2% | $4,869-80.8% |
| Participant deferral / active EE | $3,899 | $3,782+3.1% | $3,096+25.9% | $5,287-26.3% |
| Admin fee / account holder | $65 | $4,838-98.7% | $3,141-97.9% | $10,133-99.4% |