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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 | $7,675 | $45,872-83.3% | $77,096-90.0% | $68,486-88.8% |
| Participation rate | 28.8% | 55.9%-27.2pp | 67.9%-39.2pp | 67.9%-39.1pp |
| Annual return | -23.49% | 1.73%-25.2pp | 42.35%-65.8pp | -7.85%-15.6pp |
| Employer contribution / active EE | $774 | $1,650-53.1% | $2,814-72.5% | $2,597-70.2% |
| Participant deferral / active EE | $1,081 | $2,963-63.5% | $4,429-75.6% | $4,028-73.2% |
| Admin fee / account holder | $270 | $3,041-91.1% | $5,428-95.0% | $5,404-95.0% |