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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 | $10,047 | $42,909-76.6% | $60,906-83.5% | $68,486-85.3% |
| Participation rate | 35.7% | 66.8%-31.1pp | 73.1%-37.4pp | 67.9%-32.2pp |
| Annual return | -21.67% | -13.99%-7.7pp | 16.94%-38.6pp | -7.85%-13.8pp |
| Employer contribution / active EE | $424 | $1,979-78.6% | $2,703-84.3% | $2,597-83.7% |
| Participant deferral / active EE | $872 | $2,866-69.6% | $3,814-77.1% | $4,028-78.4% |
| Admin fee / account holder | $212 | $3,104-93.2% | $3,227-93.4% | $5,404-96.1% |