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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 | $31,617 | $50,199-37.0% | $69,890-54.8% | $66,949-52.8% |
| Participation rate | 18.8% | 66.3%-47.5pp | 70.5%-51.7pp | 69.8%-51.0pp |
| Annual return | -21.54% | -13.85%-7.7pp | 190.84%-212.4pp | 1.57%-23.1pp |
| Employer contribution / active EE | $622 | $1,864-66.6% | $2,560-75.7% | $2,545-75.6% |
| Participant deferral / active EE | $1,382 | $3,112-55.6% | $3,848-64.1% | $4,239-67.4% |
| Admin fee / account holder | $37 | $600-93.8% | $6,267-99.4% | $594-93.7% |