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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 | $30,156 | $72,404-58.4% | $110,241-72.6% | $64,181-53.0% |
| Participation rate | 14.8% | 73.3%-58.5pp | 79.8%-65.0pp | 69.6%-54.8pp |
| Annual return | -14.04% | -6.29%-7.7pp | 314.75%-328.8pp | 7.63%-21.7pp |
| Employer contribution / active EE | $677 | $2,282-70.3% | $3,827-82.3% | $2,381-71.6% |
| Participant deferral / active EE | $2,066 | $3,469-40.4% | $4,672-55.8% | $3,470-40.5% |
| Admin fee / account holder | $0 | $5,664-100.0% | $8,548-100.0% | $4,887-100.0% |