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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 | $30,834 | $97,881-68.5% | $80,004-61.5% | $125,388-75.4% |
| Participation rate | 27.8% | 77.9%-50.1pp | 73.0%-45.2pp | 83.2%-55.4pp |
| Annual return | -7.82% | 9.36%-17.2pp | 7.63%-15.5pp | 282.24%-290.1pp |
| Employer contribution / active EE | $597 | $3,128-80.9% | $2,473-75.8% | $4,866-87.7% |
| Participant deferral / active EE | $1,520 | $3,744-59.4% | $3,204-52.5% | $5,352-71.6% |
| Admin fee / account holder | $285 | $6,278-95.5% | $5,033-94.3% | $9,541-97.0% |