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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 | $18,347 | $46,689-60.7% | $117,498-84.4% | $68,495-73.2% |
| Participation rate | 28.6% | 56.8%-28.2pp | 70.6%-42.0pp | 67.9%-39.3pp |
| Annual return | -19.77% | -14.52%-5.2pp | 29.75%-49.5pp | -7.84%-11.9pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $4,178-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,335 | $2,637-11.5% | $4,071-42.7% | $4,028-42.0% |
| Admin fee / account holder | $0 | $4,021-100.0% | $5,646-100.0% | $5,403-100.0% |