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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 | $13,023 | $45,872-71.6% | $77,096-83.1% | $68,486-81.0% |
| Participation rate | 42.4% | 55.9%-13.5pp | 67.9%-25.5pp | 67.9%-25.5pp |
| Annual return | -20.60% | 1.73%-22.3pp | 42.35%-62.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $829 | $1,650-49.7% | $2,814-70.5% | $2,597-68.1% |
| Participant deferral / active EE | $1,490 | $2,963-49.7% | $4,429-66.4% | $4,028-63.0% |
| Admin fee / account holder | $274 | $3,041-91.0% | $5,428-95.0% | $5,404-94.9% |