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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 | $34,568 | $62,583-44.8% | $76,767-55.0% | $64,173-46.1% |
| Participation rate | 65.7% | 72.8%-7.1pp | 77.0%-11.2pp | 69.6%-3.9pp |
| Annual return | -9.61% | -1.95%-7.7pp | 2.43%-12.0pp | 7.63%-17.2pp |
| Employer contribution / active EE | $714 | $1,832-61.0% | $2,485-71.3% | $2,381-70.0% |
| Participant deferral / active EE | $2,698 | $3,145-14.2% | $3,852-30.0% | $3,470-22.3% |
| Admin fee / account holder | $57 | $4,667-98.8% | $6,675-99.1% | $4,887-98.8% |