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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 | $22,634 | $32,117-29.5% | $71,089-68.2% | $64,173-64.7% |
| Participation rate | 39.3% | 42.7%-3.4pp | 54.6%-15.4pp | 69.6%-30.3pp |
| Annual return | -11.15% | -5.57%-5.6pp | 650.65%-661.8pp | 7.63%-18.8pp |
| Employer contribution / active EE | $829 | $712+16.5% | $1,088-23.7% | $2,381-65.2% |
| Participant deferral / active EE | $2,669 | $1,263+111.3% | $1,873+42.5% | $3,470-23.1% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |