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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 | $28,234 | $42,909-34.2% | $60,906-53.6% | $68,486-58.8% |
| Participation rate | 52.6% | 66.8%-14.1pp | 73.1%-20.5pp | 67.9%-15.3pp |
| Annual return | -19.00% | -13.99%-5.0pp | 16.94%-35.9pp | -7.85%-11.1pp |
| Employer contribution / active EE | $0 | $1,979-100.0% | $2,703-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,552 | $2,866+163.5% | $3,814+98.0% | $4,028+87.5% |
| Admin fee / account holder | $227 | $3,104-92.7% | $3,227-93.0% | $5,404-95.8% |