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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 | $27,465 | $133,998-79.5% | $112,263-75.5% | $134,545-79.6% |
| Participation rate | 63.6% | 78.6%-14.9pp | 75.1%-11.4pp | 81.2%-17.6pp |
| Annual return | -20.57% | 47.17%-67.7pp | 27.49%-48.1pp | 418.37%-438.9pp |
| Employer contribution / active EE | $883 | $4,040-78.2% | $3,636-75.7% | $4,742-81.4% |
| Participant deferral / active EE | $1,969 | $5,292-62.8% | $4,729-58.4% | $6,401-69.2% |
| Admin fee / account holder | $218 | $7,493-97.1% | $6,410-96.6% | $11,431-98.1% |