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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 | $18,964 | $73,848-74.3% | $143,799-86.8% | $68,486-72.3% |
| Participation rate | 31.0% | 66.7%-35.6pp | 80.3%-49.3pp | 67.9%-36.9pp |
| Annual return | -21.54% | 0.91%-22.5pp | -0.04%-21.5pp | -7.85%-13.7pp |
| Employer contribution / active EE | $587 | $3,184-81.6% | $4,952-88.2% | $2,597-77.4% |
| Participant deferral / active EE | $1,552 | $3,385-54.2% | $5,638-72.5% | $4,028-61.5% |
| Admin fee / account holder | $18 | $5,755-99.7% | $14,677-99.9% | $5,404-99.7% |