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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 | $14,957 | $68,996-78.3% | $159,991-90.7% | $68,495-78.2% |
| Participation rate | 47.7% | 65.4%-17.7pp | 78.0%-30.2pp | 67.9%-20.2pp |
| Annual return | -23.48% | -9.65%-13.8pp | 408.82%-432.3pp | -7.84%-15.6pp |
| Employer contribution / active EE | $0 | $2,212-100.0% | $4,225-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,084 | $4,211-3.0% | $6,183-33.9% | $4,028+1.4% |
| Admin fee / account holder | $133 | $4,797-97.2% | $8,715-98.5% | $5,403-97.5% |