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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 | $29,205 | $71,878-59.4% | $86,698-66.3% | $68,486-57.4% |
| Participation rate | 30.6% | 72.2%-41.6pp | 76.6%-45.9pp | 67.9%-37.2pp |
| Annual return | -19.18% | 3.53%-22.7pp | 35.95%-55.1pp | -7.85%-11.3pp |
| Employer contribution / active EE | $817 | $2,173-62.4% | $2,837-71.2% | $2,597-68.5% |
| Participant deferral / active EE | $2,265 | $3,779-40.1% | $4,656-51.3% | $4,028-43.8% |
| Admin fee / account holder | $0 | $6,113-100.0% | $7,493-100.0% | $5,404-100.0% |