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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 | $41,383 | $57,140-27.6% | $85,240-51.5% | $80,959-48.9% |
| Participation rate | 13.3% | 56.4%-43.1pp | 67.5%-54.2pp | 67.7%-54.3pp |
| Annual return | -0.39% | 21.71%-22.1pp | 66.75%-67.1pp | 35.67%-36.1pp |
| Employer contribution / active EE | $580 | $1,802-67.8% | $2,735-78.8% | $2,757-79.0% |
| Participant deferral / active EE | $2,452 | $3,115-21.3% | $4,527-45.8% | $4,300-43.0% |
| Admin fee / account holder | $175 | $4,992-96.5% | $6,165-97.2% | $6,925-97.5% |