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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 | $43,839 | $59,813-26.7% | $79,580-44.9% | $68,486-36.0% |
| Participation rate | 57.1% | 61.1%-3.9pp | 69.5%-12.3pp | 67.9%-10.8pp |
| Annual return | -37.93% | -12.30%-25.6pp | 0.15%-38.1pp | -7.85%-30.1pp |
| Employer contribution / active EE | $853 | $1,505-43.4% | $2,413-64.7% | $2,597-67.2% |
| Participant deferral / active EE | $2,339 | $3,024-22.7% | $3,985-41.3% | $4,028-41.9% |
| Admin fee / account holder | $64 | $4,835-98.7% | $6,835-99.1% | $5,404-98.8% |