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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 | $20,493 | $45,872-55.3% | $77,081-73.4% | $68,495-70.1% |
| Participation rate | 33.3% | 55.9%-22.6pp | 67.9%-34.6pp | 67.9%-34.6pp |
| Annual return | -21.87% | 1.73%-23.6pp | 42.33%-64.2pp | -7.84%-14.0pp |
| Employer contribution / active EE | $1,249 | $1,650-24.3% | $2,813-55.6% | $2,596-51.9% |
| Participant deferral / active EE | $2,485 | $2,963-16.1% | $4,428-43.9% | $4,028-38.3% |
| Admin fee / account holder | $184 | $3,041-93.9% | $5,427-96.6% | $5,403-96.6% |