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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 | $28,239 | $92,219-69.4% | $76,768-63.2% | $135,379-79.1% |
| Participation rate | 28.6% | 79.8%-51.2pp | 77.0%-48.4pp | 82.6%-54.1pp |
| Annual return | -14.79% | 5.46%-20.3pp | 2.43%-17.2pp | 519.79%-534.6pp |
| Employer contribution / active EE | $1,153 | $3,216-64.1% | $2,485-53.6% | $4,779-75.9% |
| Participant deferral / active EE | $2,442 | $4,508-45.8% | $3,852-36.6% | $5,609-56.5% |
| Admin fee / account holder | $170 | $10,749-98.4% | $6,675-97.5% | $10,828-98.4% |