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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 | $12,867 | $95,188-86.5% | $76,518-83.2% | $135,379-90.5% |
| Participation rate | 41.2% | 74.4%-33.2pp | 68.0%-26.8pp | 82.6%-41.5pp |
| Annual return | -13.02% | 4.85%-17.9pp | -0.27%-12.8pp | 519.79%-532.8pp |
| Employer contribution / active EE | $879 | $3,303-73.4% | $2,647-66.8% | $4,779-81.6% |
| Participant deferral / active EE | $2,925 | $4,640-36.9% | $3,836-23.7% | $5,609-47.8% |
| Admin fee / account holder | $220 | $6,249-96.5% | $4,849-95.5% | $10,828-98.0% |