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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 | $20,451 | $190,879-89.3% | $160,009-87.2% | $134,532-84.8% |
| Participation rate | 29.4% | 82.0%-52.6pp | 78.0%-48.6pp | 81.2%-51.8pp |
| Annual return | -21.75% | 552.63%-574.4pp | 408.85%-430.6pp | 418.27%-440.0pp |
| Employer contribution / active EE | $657 | $4,995-86.9% | $4,225-84.5% | $4,741-86.1% |
| Participant deferral / active EE | $2,718 | $6,924-60.8% | $6,183-56.0% | $6,401-57.5% |
| Admin fee / account holder | $58 | $10,495-99.4% | $8,715-99.3% | $11,429-99.5% |