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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 | $17,547 | $39,162-55.2% | $100,671-82.6% | $59,633-70.6% |
| Participation rate | 41.9% | 55.9%-13.9pp | 70.7%-28.8pp | 68.7%-26.7pp |
| Annual return | -4.96% | 21.07%-26.0pp | 20.43%-25.4pp | 2041.45%-2046.4pp |
| Employer contribution / active EE | $190 | $1,151-83.5% | $4,012-95.3% | $2,203-91.4% |
| Participant deferral / active EE | $814 | $1,992-59.2% | $3,144-74.1% | $3,192-74.5% |
| Admin fee / account holder | $218 | $2,969-92.7% | $4,850-95.5% | $4,297-94.9% |