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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 | $97,208 | $106,551-8.8% | $91,225+6.6% | $134,532-27.7% |
| Participation rate | 25.0% | 76.8%-51.8pp | 73.2%-48.2pp | 81.2%-56.2pp |
| Annual return | -21.34% | 160.78%-182.1pp | 114.12%-135.5pp | 418.27%-439.6pp |
| Employer contribution / active EE | $482 | $3,331-85.5% | $2,851-83.1% | $4,741-89.8% |
| Participant deferral / active EE | $1,357 | $4,718-71.2% | $4,233-67.9% | $6,401-78.8% |
| Admin fee / account holder | $167 | $6,234-97.3% | $5,422-96.9% | $11,429-98.5% |