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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 | $19,650 | $56,339-65.1% | $104,299-81.2% | $68,490-71.3% |
| Participation rate | 55.2% | 63.3%-8.1pp | 73.3%-18.1pp | 67.9%-12.7pp |
| Annual return | -20.83% | -9.19%-11.6pp | 24.62%-45.4pp | -7.85%-13.0pp |
| Employer contribution / active EE | $1,312 | $1,960-33.1% | $3,373-61.1% | $2,597-49.5% |
| Participant deferral / active EE | $1,982 | $3,077-35.6% | $4,626-57.1% | $4,028-50.8% |
| Admin fee / account holder | $51 | $4,902-99.0% | $7,339-99.3% | $5,403-99.1% |