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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 | $43,285 | $41,377+4.6% | $109,313-60.4% | $62,881-31.2% |
| Participation rate | 18.0% | 57.5%-39.5pp | 71.3%-53.2pp | 69.3%-51.3pp |
| Annual return | -3.01% | 11.05%-14.1pp | 22.07%-25.1pp | 20.14%-23.2pp |
| Employer contribution / active EE | $221 | $1,276-82.7% | $3,892-94.3% | $2,281-90.3% |
| Participant deferral / active EE | $1,315 | $2,045-35.7% | $3,166-58.5% | $3,203-58.9% |
| Admin fee / account holder | $209 | $2,884-92.8% | $5,666-96.3% | $4,296-95.1% |