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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 | $33,838 | $43,338-21.9% | $59,887-43.5% | $64,173-47.3% |
| Participation rate | 68.0% | 69.2%-1.2pp | 74.7%-6.7pp | 69.6%-1.6pp |
| Annual return | -7.72% | -1.55%-6.2pp | 3.46%-11.2pp | 7.63%-15.3pp |
| Employer contribution / active EE | $757 | $2,030-62.7% | $2,722-72.2% | $2,381-68.2% |
| Participant deferral / active EE | $1,287 | $2,547-49.5% | $3,402-62.2% | $3,470-62.9% |
| Admin fee / account holder | $115 | $3,007-96.2% | $3,591-96.8% | $4,887-97.6% |