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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 | $36,532 | $53,596-31.8% | $90,657-59.7% | $64,173-43.1% |
| Participation rate | 22.9% | 64.5%-41.7pp | 74.0%-51.2pp | 69.6%-46.7pp |
| Annual return | -8.24% | 4.41%-12.7pp | 1.89%-10.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $494 | $1,503-67.1% | $2,532-80.5% | $2,381-79.2% |
| Participant deferral / active EE | $1,314 | $2,459-46.5% | $3,424-61.6% | $3,470-62.1% |
| Admin fee / account holder | $0 | $3,868-100.0% | $4,994-100.0% | $4,887-100.0% |