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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 | $28,983 | $85,790-66.2% | $67,313-56.9% | $135,380-78.6% |
| Participation rate | 26.7% | 76.5%-49.8pp | 69.1%-42.4pp | 82.6%-56.0pp |
| Annual return | -11.43% | -0.54%-10.9pp | -4.08%-7.4pp | 519.81%-531.2pp |
| Employer contribution / active EE | $710 | $3,487-79.6% | $2,566-72.3% | $4,779-85.1% |
| Participant deferral / active EE | $2,889 | $4,651-37.9% | $3,568-19.0% | $5,609-48.5% |
| Admin fee / account holder | $108 | $6,392-98.3% | $4,507-97.6% | $10,828-99.0% |