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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 | $34,347 | $50,947-32.6% | $74,549-53.9% | $64,173-46.5% |
| Participation rate | 29.6% | 61.1%-31.4pp | 69.1%-39.5pp | 69.6%-39.9pp |
| Annual return | -10.48% | -1.85%-8.6pp | 32.53%-43.0pp | 7.63%-18.1pp |
| Employer contribution / active EE | $647 | $1,115-42.0% | $1,961-67.0% | $2,381-72.8% |
| Participant deferral / active EE | $1,726 | $2,302-25.0% | $3,108-44.5% | $3,470-50.2% |
| Admin fee / account holder | $49 | $4,221-98.8% | $5,059-99.0% | $4,887-99.0% |