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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 | $133,983-73.4% | $112,244-68.3% | $134,493-73.5% |
| Participation rate | 46.7% | 78.6%-31.9pp | 75.1%-28.4pp | 81.2%-34.6pp |
| Annual return | -21.42% | 47.13%-68.6pp | 27.46%-48.9pp | 418.01%-439.4pp |
| Employer contribution / active EE | $820 | $4,039-79.7% | $3,635-77.5% | $4,740-82.7% |
| Participant deferral / active EE | $3,401 | $5,291-35.7% | $4,728-28.1% | $6,400-46.9% |
| Admin fee / account holder | $186 | $7,490-97.5% | $6,411-97.1% | $11,425-98.4% |