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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 | $26,296 | $71,872-63.4% | $86,691-69.7% | $68,495-61.6% |
| Participation rate | 21.4% | 72.2%-50.8pp | 76.6%-55.2pp | 67.9%-46.5pp |
| Annual return | -19.48% | 3.53%-23.0pp | 35.94%-55.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,837-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,761 | $3,779-53.4% | $4,656-62.2% | $4,028-56.3% |
| Admin fee / account holder | $238 | $6,112-96.1% | $7,492-96.8% | $5,403-95.6% |