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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 | $23,112 | $43,730-47.1% | $121,220-80.9% | $64,173-64.0% |
| Participation rate | 21.4% | 58.3%-36.9pp | 71.8%-50.3pp | 69.6%-48.1pp |
| Annual return | -9.03% | 68.94%-78.0pp | 16.94%-26.0pp | 7.63%-16.7pp |
| Employer contribution / active EE | $405 | $1,297-68.8% | $4,023-89.9% | $2,381-83.0% |
| Participant deferral / active EE | $1,200 | $2,281-47.4% | $3,345-64.1% | $3,470-65.4% |
| Admin fee / account holder | $188 | $3,502-94.6% | $5,021-96.3% | $4,887-96.2% |