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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 | $16,042 | $47,479-66.2% | $62,929-74.5% | $82,448-80.5% |
| Participation rate | 48.3% | 66.9%-18.6pp | 73.1%-24.8pp | 68.1%-19.8pp |
| Annual return | -6.64% | 20.34%-27.0pp | 1063.93%-1070.6pp | 41.64%-48.3pp |
| Employer contribution / active EE | $956 | $1,885-49.3% | $2,505-61.8% | $2,551-62.5% |
| Participant deferral / active EE | $1,698 | $2,870-40.8% | $3,888-56.3% | $4,139-59.0% |
| Admin fee / account holder | $244 | $3,804-93.6% | $5,065-95.2% | $7,234-96.6% |