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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 | $22,882 | $73,839-69.0% | $143,788-84.1% | $68,495-66.6% |
| Participation rate | 22.9% | 66.7%-43.7pp | 80.3%-57.4pp | 67.9%-45.0pp |
| Annual return | -20.25% | 1.01%-21.3pp | -0.03%-20.2pp | -7.84%-12.4pp |
| Employer contribution / active EE | $488 | $3,184-84.7% | $4,952-90.2% | $2,596-81.2% |
| Participant deferral / active EE | $2,364 | $3,384-30.2% | $5,638-58.1% | $4,028-41.3% |
| Admin fee / account holder | $252 | $5,755-95.6% | $14,675-98.3% | $5,403-95.3% |