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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 | $9,766 | $42,383-77.0% | $76,518-87.2% | $64,173-84.8% |
| Participation rate | 36.0% | 58.1%-22.1pp | 68.0%-32.0pp | 69.6%-33.6pp |
| Annual return | -13.67% | -16.54%+2.9pp | -0.27%-13.4pp | 7.63%-21.3pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,856 | $2,566-27.7% | $3,836-51.6% | $3,470-46.5% |
| Admin fee / account holder | $77 | $3,198-97.6% | $4,849-98.4% | $4,887-98.4% |