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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 | $26,459 | $77,638-65.9% | $156,551-83.1% | $62,881-57.9% |
| Participation rate | 46.6% | 71.2%-24.6pp | 84.0%-37.5pp | 69.3%-22.8pp |
| Annual return | -0.14% | 50.33%-50.5pp | 32.23%-32.4pp | 20.14%-20.3pp |
| Employer contribution / active EE | $449 | $3,444-87.0% | $5,501-91.8% | $2,281-80.3% |
| Participant deferral / active EE | $1,763 | $3,046-42.1% | $4,871-63.8% | $3,203-45.0% |
| Admin fee / account holder | $198 | $5,561-96.4% | $13,028-98.5% | $4,296-95.4% |