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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 | $7,810 | $67,396-88.4% | $60,919-87.2% | $134,545-94.2% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.1%-11.2pp | 81.2%-19.3pp |
| Annual return | -20.99% | 50.12%-71.1pp | 16.96%-38.0pp | 418.37%-439.4pp |
| Employer contribution / active EE | $772 | $3,101-75.1% | $2,704-71.4% | $4,742-83.7% |
| Participant deferral / active EE | $1,055 | $4,534-76.7% | $3,814-72.3% | $6,401-83.5% |
| Admin fee / account holder | $142 | $4,590-96.9% | $3,228-95.6% | $11,431-98.8% |