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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 | $16,533 | $49,177-66.4% | $79,466-79.2% | $64,173-74.2% |
| Participation rate | 54.3% | 65.0%-10.7pp | 73.3%-19.0pp | 69.6%-15.2pp |
| Annual return | -9.08% | -1.16%-7.9pp | 718.28%-727.4pp | 7.63%-16.7pp |
| Employer contribution / active EE | $325 | $2,076-84.3% | $2,800-88.4% | $2,381-86.3% |
| Participant deferral / active EE | $1,886 | $2,821-33.2% | $3,704-49.1% | $3,470-45.7% |
| Admin fee / account holder | $259 | $3,839-93.3% | $5,104-94.9% | $4,887-94.7% |