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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 | $29,753 | $49,177-39.5% | $79,476-62.6% | $64,181-53.6% |
| Participation rate | 54.8% | 65.0%-10.2pp | 73.3%-18.5pp | 69.6%-14.7pp |
| Annual return | -9.54% | -1.16%-8.4pp | 718.21%-727.8pp | 7.63%-17.2pp |
| Employer contribution / active EE | $634 | $2,076-69.5% | $2,800-77.4% | $2,381-73.4% |
| Participant deferral / active EE | $1,148 | $2,821-59.3% | $3,704-69.0% | $3,470-66.9% |
| Admin fee / account holder | $224 | $3,839-94.2% | $5,113-95.6% | $4,887-95.4% |