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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 | $24,936 | $45,152-44.8% | $73,836-66.2% | $59,633-58.2% |
| Participation rate | 27.6% | 64.0%-36.4pp | 73.4%-45.9pp | 68.7%-41.1pp |
| Annual return | -3.31% | 27.40%-30.7pp | 2268.06%-2271.4pp | 2041.45%-2044.8pp |
| Employer contribution / active EE | $589 | $1,901-69.0% | $2,787-78.9% | $2,203-73.3% |
| Participant deferral / active EE | $1,721 | $2,573-33.1% | $3,583-52.0% | $3,192-46.1% |
| Admin fee / account holder | $41 | $3,515-98.8% | $4,882-99.2% | $4,297-99.0% |