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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 | $54,126 | $93,124-41.9% | $77,100-29.8% | $134,545-59.8% |
| Participation rate | 17.6% | 74.5%-56.8pp | 67.9%-50.3pp | 81.2%-63.6pp |
| Annual return | -26.80% | 62.68%-89.5pp | 42.35%-69.2pp | 418.37%-445.2pp |
| Employer contribution / active EE | $573 | $3,421-83.3% | $2,815-79.6% | $4,742-87.9% |
| Participant deferral / active EE | $2,401 | $5,242-54.2% | $4,430-45.8% | $6,401-62.5% |
| Admin fee / account holder | $18 | $6,970-99.7% | $5,443-99.7% | $11,431-99.8% |