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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 | $36,168 | $57,350-36.9% | $83,849-56.9% | $64,186-43.7% |
| Participation rate | 22.2% | 68.6%-46.4pp | 76.1%-53.9pp | 69.6%-47.3pp |
| Annual return | -10.71% | 11.38%-22.1pp | 850.91%-861.6pp | 7.63%-18.3pp |
| Employer contribution / active EE | $655 | $2,545-74.3% | $3,631-82.0% | $2,381-72.5% |
| Participant deferral / active EE | $2,081 | $2,993-30.5% | $4,082-49.0% | $3,470-40.0% |
| Admin fee / account holder | $33 | $4,046-99.2% | $5,478-99.4% | $4,888-99.3% |