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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 | $13,344 | $75,962-82.4% | $154,111-91.3% | $64,173-79.2% |
| Participation rate | 67.6% | 70.4%-2.8pp | 83.0%-15.4pp | 69.6%-1.9pp |
| Annual return | -10.74% | 30.32%-41.1pp | 735.18%-745.9pp | 7.63%-18.4pp |
| Employer contribution / active EE | $1,048 | $3,350-68.7% | $5,298-80.2% | $2,381-56.0% |
| Participant deferral / active EE | $1,465 | $3,175-53.8% | $5,081-71.2% | $3,470-57.8% |
| Admin fee / account holder | $277 | $5,589-95.0% | $13,411-97.9% | $4,887-94.3% |