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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 | $24,303 | $25,979-6.5% | $71,778-66.1% | $68,490-64.5% |
| Participation rate | 19.6% | 54.5%-34.9pp | 62.3%-42.8pp | 67.9%-48.3pp |
| Annual return | -20.39% | -15.10%-5.3pp | 9.15%-29.5pp | -7.85%-12.5pp |
| Employer contribution / active EE | $417 | $900-53.7% | $1,704-75.5% | $2,597-83.9% |
| Participant deferral / active EE | $597 | $1,522-60.8% | $2,656-77.5% | $4,028-85.2% |
| Admin fee / account holder | $233 | $2,022-88.5% | $3,974-94.1% | $5,403-95.7% |