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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 | $35,590 | $133,998-73.4% | $112,263-68.3% | $134,545-73.5% |
| Participation rate | 46.7% | 78.6%-31.9pp | 75.1%-28.4pp | 81.2%-34.6pp |
| Annual return | -21.42% | 47.17%-68.6pp | 27.49%-48.9pp | 418.37%-439.8pp |
| Employer contribution / active EE | $820 | $4,040-79.7% | $3,636-77.5% | $4,742-82.7% |
| Participant deferral / active EE | $3,401 | $5,292-35.7% | $4,729-28.1% | $6,401-46.9% |
| Admin fee / account holder | $186 | $7,493-97.5% | $6,410-97.1% | $11,431-98.4% |