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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 | $19,026 | $45,872-58.5% | $77,081-75.3% | $68,495-72.2% |
| Participation rate | 22.2% | 55.9%-33.7pp | 67.9%-45.7pp | 67.9%-45.7pp |
| Annual return | -22.17% | 1.73%-23.9pp | 42.33%-64.5pp | -7.84%-14.3pp |
| Employer contribution / active EE | $508 | $1,650-69.2% | $2,813-81.9% | $2,596-80.4% |
| Participant deferral / active EE | $1,201 | $2,963-59.5% | $4,428-72.9% | $4,028-70.2% |
| Admin fee / account holder | $248 | $3,041-91.8% | $5,427-95.4% | $5,403-95.4% |