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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 | $11,344 | $42,383-73.2% | $76,518-85.2% | $64,173-82.3% |
| Participation rate | 40.4% | 58.1%-17.7pp | 68.0%-27.6pp | 69.6%-29.1pp |
| Annual return | -28.08% | -16.54%-11.5pp | -0.27%-27.8pp | 7.63%-35.7pp |
| Employer contribution / active EE | $1,029 | $1,563-34.2% | $2,647-61.1% | $2,381-56.8% |
| Participant deferral / active EE | $2,729 | $2,566+6.4% | $3,836-28.8% | $3,470-21.3% |
| Admin fee / account holder | $62 | $3,198-98.1% | $4,849-98.7% | $4,887-98.7% |