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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 | $21,573 | $73,848-70.8% | $143,799-85.0% | $68,486-68.5% |
| Participation rate | 62.2% | 66.7%-4.5pp | 80.3%-18.2pp | 67.9%-5.7pp |
| Annual return | -23.05% | 0.91%-24.0pp | -0.04%-23.0pp | -7.85%-15.2pp |
| Employer contribution / active EE | $651 | $3,184-79.6% | $4,952-86.9% | $2,597-74.9% |
| Participant deferral / active EE | $4,998 | $3,385+47.7% | $5,638-11.4% | $4,028+24.1% |
| Admin fee / account holder | $139 | $5,755-97.6% | $14,677-99.1% | $5,404-97.4% |