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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 | $23,472 | $133,981-82.5% | $112,249-79.1% | $134,532-82.6% |
| Participation rate | 47.6% | 78.6%-30.9pp | 75.1%-27.4pp | 81.2%-33.6pp |
| Annual return | -20.88% | 47.16%-68.0pp | 27.48%-48.4pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,711 | $4,040-57.7% | $3,636-52.9% | $4,741-63.9% |
| Participant deferral / active EE | $3,412 | $5,292-35.5% | $4,729-27.8% | $6,401-46.7% |
| Admin fee / account holder | $161 | $7,492-97.8% | $6,412-97.5% | $11,429-98.6% |