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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 | $17,602 | $73,848-76.2% | $143,799-87.8% | $68,486-74.3% |
| Participation rate | 52.7% | 66.7%-14.0pp | 80.3%-27.6pp | 67.9%-15.2pp |
| Annual return | -19.44% | 0.91%-20.4pp | -0.04%-19.4pp | -7.85%-11.6pp |
| Employer contribution / active EE | $946 | $3,184-70.3% | $4,952-80.9% | $2,597-63.6% |
| Participant deferral / active EE | $1,530 | $3,385-54.8% | $5,638-72.9% | $4,028-62.0% |
| Admin fee / account holder | $235 | $5,755-95.9% | $14,677-98.4% | $5,404-95.6% |