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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 | $38,172 | $77,449-50.7% | $69,483-45.1% | $152,909-75.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 74.6%-41.3pp | 82.5%-49.1pp |
| Annual return | -0.45% | 39.09%-39.5pp | 28.99%-29.4pp | 345.46%-345.9pp |
| Employer contribution / active EE | $707 | $3,316-78.7% | $2,780-74.6% | $4,764-85.2% |
| Participant deferral / active EE | $1,925 | $4,415-56.4% | $3,537-45.6% | $5,851-67.1% |
| Admin fee / account holder | $133 | $6,210-97.9% | $3,841-96.5% | $11,601-98.9% |