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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 | $21,489 | $57,352-62.5% | $83,830-74.4% | $64,173-66.5% |
| Participation rate | 52.3% | 68.6%-16.3pp | 76.1%-23.9pp | 69.6%-17.3pp |
| Annual return | -8.74% | 11.38%-20.1pp | 850.97%-859.7pp | 7.63%-16.4pp |
| Employer contribution / active EE | $1,166 | $2,546-54.2% | $3,631-67.9% | $2,381-51.0% |
| Participant deferral / active EE | $1,635 | $2,993-45.4% | $4,082-59.9% | $3,470-52.9% |
| Admin fee / account holder | $86 | $4,046-97.9% | $5,479-98.4% | $4,887-98.2% |