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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 | $43,717 | $158,852-72.5% | $121,220-63.9% | $135,380-67.7% |
| Participation rate | 12.5% | 79.3%-66.8pp | 71.8%-59.3pp | 82.6%-70.1pp |
| Annual return | -11.13% | -0.64%-10.5pp | 16.94%-28.1pp | 519.81%-530.9pp |
| Employer contribution / active EE | $216 | $5,666-96.2% | $4,023-94.6% | $4,779-95.5% |
| Participant deferral / active EE | $2,688 | $4,006-32.9% | $3,345-19.7% | $5,609-52.1% |
| Admin fee / account holder | $15 | $6,515-99.8% | $5,021-99.7% | $10,828-99.9% |