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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 | $21,291 | $68,996-69.1% | $159,991-86.7% | $68,495-68.9% |
| Participation rate | 33.3% | 65.4%-32.1pp | 78.0%-44.6pp | 67.9%-34.6pp |
| Annual return | -23.80% | -9.65%-14.1pp | 408.82%-432.6pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,157 | $2,212-47.7% | $4,225-72.6% | $2,596-55.4% |
| Participant deferral / active EE | $2,087 | $4,211-50.4% | $6,183-66.2% | $4,028-48.2% |
| Admin fee / account holder | $62 | $4,797-98.7% | $8,715-99.3% | $5,403-98.9% |