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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 | $15,313 | $75,832-79.8% | $147,617-89.6% | $59,633-74.3% |
| Participation rate | 56.4% | 71.6%-15.2pp | 84.6%-28.3pp | 68.7%-12.3pp |
| Annual return | -3.83% | 0.37%-4.2pp | 61.98%-65.8pp | 2041.45%-2045.3pp |
| Employer contribution / active EE | $582 | $3,485-83.3% | $5,564-89.5% | $2,203-73.6% |
| Participant deferral / active EE | $1,535 | $3,131-51.0% | $4,895-68.6% | $3,192-51.9% |
| Admin fee / account holder | $141 | $5,986-97.6% | $11,612-98.8% | $4,297-96.7% |