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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 | $17,564 | $107,030-83.6% | $73,550-76.1% | $147,586-88.1% |
| Participation rate | 21.4% | 66.4%-44.9pp | 54.9%-33.5pp | 82.8%-61.4pp |
| Annual return | -67.53% | 38.25%-105.8pp | -15.16%-52.4pp | 578.59%-646.1pp |
| Employer contribution / active EE | $910 | $1,760-48.3% | $1,219-25.4% | $4,876-81.3% |
| Participant deferral / active EE | $1,045 | $2,458-57.5% | $1,804-42.1% | $5,439-80.8% |
| Admin fee / account holder | $56 | $3,055-98.2% | $2,320-97.6% | $10,886-99.5% |