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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 | $13,181 | $46,697-71.8% | $117,529-88.8% | $68,490-80.8% |
| Participation rate | 69.4% | 56.8%+12.7pp | 70.6%-1.2pp | 67.9%+1.5pp |
| Annual return | -19.94% | -14.52%-5.4pp | 29.77%-49.7pp | -7.85%-12.1pp |
| Employer contribution / active EE | $1,405 | $1,506-6.6% | $4,179-66.4% | $2,597-45.9% |
| Participant deferral / active EE | $2,895 | $2,637+9.8% | $4,072-28.9% | $4,028-28.1% |
| Admin fee / account holder | $17 | $4,023-99.6% | $5,645-99.7% | $5,403-99.7% |