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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 | $12,872 | $95,915-86.6% | $79,580-83.8% | $134,532-90.4% |
| Participation rate | 47.8% | 75.0%-27.2pp | 69.5%-21.7pp | 81.2%-33.4pp |
| Annual return | -22.64% | -2.71%-19.9pp | 0.15%-22.8pp | 418.27%-440.9pp |
| Employer contribution / active EE | $1,121 | $3,129-64.2% | $2,413-53.5% | $4,741-76.3% |
| Participant deferral / active EE | $3,178 | $4,693-32.3% | $3,985-20.2% | $6,401-50.3% |
| Admin fee / account holder | $258 | $9,132-97.2% | $6,835-96.2% | $11,429-97.7% |