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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 | $8,700 | $45,872-81.0% | $77,100-88.7% | $68,490-87.3% |
| Participation rate | 22.2% | 55.9%-33.7pp | 67.9%-45.7pp | 67.9%-45.7pp |
| Annual return | -44.52% | 1.73%-46.2pp | 42.35%-86.9pp | -7.85%-36.7pp |
| Employer contribution / active EE | $569 | $1,650-65.5% | $2,815-79.8% | $2,597-78.1% |
| Participant deferral / active EE | $1,304 | $2,963-56.0% | $4,430-70.6% | $4,028-67.6% |
| Admin fee / account holder | $199 | $3,041-93.5% | $5,443-96.3% | $5,403-96.3% |