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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 | $16,210 | $75,832-78.6% | $147,617-89.0% | $59,633-72.8% |
| Participation rate | 57.4% | 71.6%-14.1pp | 84.6%-27.2pp | 68.7%-11.2pp |
| Annual return | -3.46% | 0.37%-3.8pp | 61.98%-65.4pp | 2041.45%-2044.9pp |
| Employer contribution / active EE | $737 | $3,485-78.9% | $5,564-86.8% | $2,203-66.6% |
| Participant deferral / active EE | $863 | $3,131-72.4% | $4,895-82.4% | $3,192-73.0% |
| Admin fee / account holder | $296 | $5,986-95.1% | $11,612-97.4% | $4,297-93.1% |