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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 | $21,494 | $42,383-49.3% | $76,518-71.9% | $64,173-66.5% |
| Participation rate | 42.2% | 58.1%-15.9pp | 68.0%-25.8pp | 69.6%-27.3pp |
| Annual return | -10.04% | -16.54%+6.5pp | -0.27%-9.8pp | 7.63%-17.7pp |
| Employer contribution / active EE | $981 | $1,563-37.2% | $2,647-62.9% | $2,381-58.8% |
| Participant deferral / active EE | $2,081 | $2,566-18.9% | $3,836-45.8% | $3,470-40.0% |
| Admin fee / account holder | $257 | $3,198-92.0% | $4,849-94.7% | $4,887-94.7% |