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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 | $17,573 | $52,836-66.7% | $105,738-83.4% | $64,173-72.6% |
| Participation rate | 60.0% | 66.5%-6.5pp | 76.3%-16.3pp | 69.6%-9.6pp |
| Annual return | -15.43% | 14.30%-29.7pp | 6.27%-21.7pp | 7.63%-23.1pp |
| Employer contribution / active EE | $1,300 | $1,827-28.8% | $3,268-60.2% | $2,381-45.4% |
| Participant deferral / active EE | $3,383 | $2,545+32.9% | $4,080-17.1% | $3,470-2.5% |
| Admin fee / account holder | $78 | $3,959-98.0% | $6,913-98.9% | $4,887-98.4% |