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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 | $21,870 | $64,729-66.2% | $112,263-80.5% | $68,490-68.1% |
| Participation rate | 30.0% | 67.2%-37.2pp | 75.1%-45.1pp | 67.9%-37.9pp |
| Annual return | -30.15% | -11.40%-18.7pp | 27.49%-57.6pp | -7.85%-22.3pp |
| Employer contribution / active EE | $1,360 | $2,746-50.5% | $3,636-62.6% | $2,597-47.6% |
| Participant deferral / active EE | $2,025 | $3,566-43.2% | $4,729-57.2% | $4,028-49.7% |
| Admin fee / account holder | $291 | $5,222-94.4% | $6,410-95.5% | $5,403-94.6% |