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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 | $27,799 | $59,813-53.5% | $79,580-65.1% | $68,486-59.4% |
| Participation rate | 45.0% | 61.1%-16.1pp | 69.5%-24.5pp | 67.9%-22.9pp |
| Annual return | -20.54% | -12.30%-8.2pp | 0.15%-20.7pp | -7.85%-12.7pp |
| Employer contribution / active EE | $616 | $1,505-59.1% | $2,413-74.5% | $2,597-76.3% |
| Participant deferral / active EE | $2,000 | $3,024-33.9% | $3,985-49.8% | $4,028-50.3% |
| Admin fee / account holder | $104 | $4,835-97.8% | $6,835-98.5% | $5,404-98.1% |