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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 | $27,200 | $59,813-54.5% | $79,580-65.8% | $68,486-60.3% |
| Participation rate | 25.8% | 61.1%-35.3pp | 69.5%-43.7pp | 67.9%-42.1pp |
| Annual return | -22.87% | -12.30%-10.6pp | 0.15%-23.0pp | -7.85%-15.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,464 | $3,024-51.6% | $3,985-63.3% | $4,028-63.7% |
| Admin fee / account holder | $60 | $4,835-98.8% | $6,835-99.1% | $5,404-98.9% |