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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 | $24,110 | $95,979-74.9% | $74,551-67.7% | $135,380-82.2% |
| Participation rate | 37.5% | 75.7%-38.2pp | 69.1%-31.6pp | 82.6%-45.1pp |
| Annual return | -12.48% | 56.97%-69.4pp | 32.53%-45.0pp | 519.81%-532.3pp |
| Employer contribution / active EE | $1,647 | $2,716-39.4% | $1,961-16.0% | $4,779-65.5% |
| Participant deferral / active EE | $2,059 | $3,844-46.4% | $3,108-33.7% | $5,609-63.3% |
| Admin fee / account holder | $233 | $6,522-96.4% | $5,059-95.4% | $10,828-97.9% |