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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 | $11,987 | $84,551-85.8% | $61,452-80.5% | $134,532-91.1% |
| Participation rate | 28.6% | 62.2%-33.6pp | 52.6%-24.0pp | 81.2%-52.7pp |
| Annual return | -22.02% | 585.39%-607.4pp | 338.96%-361.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $607 | $1,545-60.7% | $1,160-47.7% | $4,741-87.2% |
| Participant deferral / active EE | $1,570 | $2,818-44.3% | $2,125-26.1% | $6,401-75.5% |
| Admin fee / account holder | $180 | $2,587-93.1% | $2,131-91.6% | $11,429-98.4% |