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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 | $21,293 | $73,848-71.2% | $143,799-85.2% | $68,486-68.9% |
| Participation rate | 50.0% | 66.7%-16.7pp | 80.3%-30.3pp | 67.9%-17.9pp |
| Annual return | -23.09% | 0.91%-24.0pp | -0.04%-23.0pp | -7.85%-15.2pp |
| Employer contribution / active EE | $1,572 | $3,184-50.6% | $4,952-68.3% | $2,597-39.4% |
| Participant deferral / active EE | $2,886 | $3,385-14.7% | $5,638-48.8% | $4,028-28.3% |
| Admin fee / account holder | $154 | $5,755-97.3% | $14,677-99.0% | $5,404-97.2% |