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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 | $29,785 | $77,816-61.7% | $123,552-75.9% | $64,173-53.6% |
| Participation rate | 48.0% | 74.7%-26.7pp | 82.3%-34.3pp | 69.6%-21.6pp |
| Annual return | -9.96% | 12.49%-22.4pp | 119.20%-129.2pp | 7.63%-17.6pp |
| Employer contribution / active EE | $823 | $3,014-72.7% | $4,628-82.2% | $2,381-65.5% |
| Participant deferral / active EE | $2,716 | $5,240-48.2% | $6,426-57.7% | $3,470-21.7% |
| Admin fee / account holder | $141 | $5,519-97.5% | $9,285-98.5% | $4,887-97.1% |