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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 | $23,187 | $52,836-56.1% | $105,736-78.1% | $64,173-63.9% |
| Participation rate | 27.3% | 66.5%-39.3pp | 76.3%-49.1pp | 69.6%-42.3pp |
| Annual return | -9.81% | 14.30%-24.1pp | 6.27%-16.1pp | 7.63%-17.4pp |
| Employer contribution / active EE | $531 | $1,827-70.9% | $3,268-83.8% | $2,381-77.7% |
| Participant deferral / active EE | $1,637 | $2,545-35.7% | $4,080-59.9% | $3,470-52.8% |
| Admin fee / account holder | $299 | $3,959-92.4% | $6,913-95.7% | $4,887-93.9% |