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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 | $25,296 | $64,176-60.6% | $112,263-77.5% | $66,949-62.2% |
| Participation rate | 28.7% | 68.4%-39.7pp | 75.1%-46.3pp | 69.8%-41.1pp |
| Annual return | -20.92% | -13.80%-7.1pp | 27.49%-48.4pp | 1.57%-22.5pp |
| Employer contribution / active EE | $951 | $3,007-68.4% | $3,636-73.8% | $2,545-62.6% |
| Participant deferral / active EE | $1,692 | $3,694-54.2% | $4,729-64.2% | $4,239-60.1% |
| Admin fee / account holder | $246 | $626-60.8% | $6,410-96.2% | $594-58.6% |