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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 | $16,155 | $39,132-58.7% | $57,196-71.8% | $62,881-74.3% |
| Participation rate | 64.0% | 70.5%-6.5pp | 75.3%-11.3pp | 69.3%-5.3pp |
| Annual return | -4.37% | 9.24%-13.6pp | 14.59%-19.0pp | 20.14%-24.5pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,396 | $2,374+0.9% | $3,096-22.6% | $3,203-25.2% |
| Admin fee / account holder | $172 | $2,594-93.4% | $3,141-94.5% | $4,296-96.0% |