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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 | $67,340-88.4% | $60,888-87.2% | $134,493-94.2% |
| Participation rate | 61.9% | 76.2%-14.3pp | 73.1%-11.2pp | 81.2%-19.3pp |
| Annual return | -20.99% | 49.97%-71.0pp | 16.91%-37.9pp | 418.01%-439.0pp |
| Employer contribution / active EE | $772 | $3,096-75.1% | $2,702-71.4% | $4,740-83.7% |
| Participant deferral / active EE | $1,055 | $4,538-76.8% | $3,817-72.4% | $6,400-83.5% |
| Admin fee / account holder | $142 | $4,583-96.9% | $3,225-95.6% | $11,425-98.8% |