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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 | $50,554-68.3% | $67,681-76.3% | $87,485-81.7% |
| Participation rate | 48.3% | 67.7%-19.4pp | 73.7%-25.5pp | 68.9%-20.7pp |
| Annual return | -6.64% | 17.81%-24.5pp | 590.58%-597.2pp | 26.06%-32.7pp |
| Employer contribution / active EE | $956 | $1,988-51.9% | $2,678-64.3% | $2,596-63.2% |
| Participant deferral / active EE | $1,698 | $2,961-42.7% | $3,976-57.3% | $4,274-60.3% |
| Admin fee / account holder | $244 | $4,132-94.1% | $6,100-96.0% | $7,775-96.9% |