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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 | $16,198 | $75,962-78.7% | $154,111-89.5% | $64,173-74.8% |
| Participation rate | 34.5% | 70.4%-35.9pp | 83.0%-48.6pp | 69.6%-35.1pp |
| Annual return | -10.87% | 30.32%-41.2pp | 735.18%-746.1pp | 7.63%-18.5pp |
| Employer contribution / active EE | $616 | $3,350-81.6% | $5,298-88.4% | $2,381-74.1% |
| Participant deferral / active EE | $1,137 | $3,175-64.2% | $5,081-77.6% | $3,470-67.2% |
| Admin fee / account holder | $0 | $5,589-100.0% | $13,411-100.0% | $4,887-100.0% |