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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 | $16,753 | $39,798-57.9% | $67,704-75.3% | $59,633-71.9% |
| Participation rate | 24.0% | 57.4%-33.4pp | 67.5%-43.5pp | 68.7%-44.7pp |
| Annual return | -3.91% | 89.94%-93.9pp | 25.41%-29.3pp | 2041.40%-2045.3pp |
| Employer contribution / active EE | $365 | $1,393-73.8% | $2,559-85.7% | $2,203-83.4% |
| Participant deferral / active EE | $1,593 | $2,335-31.8% | $3,585-55.6% | $3,192-50.1% |
| Admin fee / account holder | $179 | $3,212-94.4% | $4,255-95.8% | $4,297-95.8% |