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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 | $21,805 | $32,037-31.9% | $69,182-68.5% | $62,881-65.3% |
| Participation rate | 10.5% | 43.4%-32.9pp | 55.1%-44.6pp | 69.3%-58.8pp |
| Annual return | -1.58% | 15.16%-16.7pp | -21.93%+20.4pp | 20.14%-21.7pp |
| Employer contribution / active EE | $242 | $679-64.3% | $1,206-79.9% | $2,281-89.4% |
| Participant deferral / active EE | $917 | $1,185-22.7% | $1,897-51.7% | $3,203-71.4% |
| Admin fee / account holder | $238 | $2,608-90.9% | $2,697-91.2% | $4,296-94.5% |