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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 | $47,944 | $50,947-5.9% | $74,551-35.7% | $64,173-25.3% |
| Participation rate | 30.8% | 61.1%-30.3pp | 69.1%-38.4pp | 69.6%-38.8pp |
| Annual return | -8.03% | -1.85%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $585 | $1,115-47.5% | $1,961-70.2% | $2,381-75.4% |
| Participant deferral / active EE | $1,487 | $2,302-35.4% | $3,108-52.2% | $3,470-57.2% |
| Admin fee / account holder | $2 | $4,221-99.9% | $5,059-100.0% | $4,887-100.0% |