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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 | $20,340 | $73,863-72.5% | $143,797-85.9% | $68,490-70.3% |
| Participation rate | 34.2% | 66.7%-32.5pp | 80.3%-46.1pp | 67.9%-33.7pp |
| Annual return | -21.43% | 0.91%-22.3pp | -0.04%-21.4pp | -7.85%-13.6pp |
| Employer contribution / active EE | $720 | $3,185-77.4% | $4,952-85.5% | $2,597-72.3% |
| Participant deferral / active EE | $1,183 | $3,385-65.0% | $5,638-79.0% | $4,028-70.6% |
| Admin fee / account holder | $171 | $5,756-97.0% | $14,679-98.8% | $5,403-96.8% |