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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 | $18,056 | $64,719-72.1% | $112,249-83.9% | $68,486-73.6% |
| Participation rate | 48.3% | 67.2%-18.9pp | 75.1%-26.8pp | 67.9%-19.6pp |
| Annual return | -19.82% | -11.40%-8.4pp | 27.48%-47.3pp | -7.85%-12.0pp |
| Employer contribution / active EE | $807 | $2,747-70.6% | $3,636-77.8% | $2,597-68.9% |
| Participant deferral / active EE | $3,886 | $3,565+9.0% | $4,729-17.8% | $4,028-3.5% |
| Admin fee / account holder | $292 | $5,232-94.4% | $6,412-95.4% | $5,404-94.6% |