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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 | $24,035 | $61,660-61.0% | $80,022-70.0% | $64,181-62.6% |
| Participation rate | 26.9% | 71.7%-44.8pp | 75.8%-48.9pp | 69.6%-42.6pp |
| Annual return | -12.53% | -0.33%-12.2pp | 11.22%-23.8pp | 7.63%-20.2pp |
| Employer contribution / active EE | $651 | $1,810-64.0% | $2,468-73.6% | $2,381-72.7% |
| Participant deferral / active EE | $2,122 | $2,968-28.5% | $3,686-42.4% | $3,470-38.8% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,887-100.0% |