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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 | $29,644 | $75,962-61.0% | $154,108-80.8% | $64,173-53.8% |
| Participation rate | 10.4% | 70.4%-60.0pp | 83.0%-72.6pp | 69.6%-59.2pp |
| Annual return | -13.57% | 30.32%-43.9pp | 735.21%-748.8pp | 7.63%-21.2pp |
| Employer contribution / active EE | $391 | $3,350-88.3% | $5,298-92.6% | $2,381-83.6% |
| Participant deferral / active EE | $1,483 | $3,175-53.3% | $5,081-70.8% | $3,470-57.3% |
| Admin fee / account holder | $4 | $5,589-99.9% | $13,411-100.0% | $4,887-99.9% |