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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 | $30,703 | $57,352-46.5% | $83,831-63.4% | $64,173-52.2% |
| Participation rate | 55.6% | 68.6%-13.0pp | 76.1%-20.6pp | 69.6%-14.0pp |
| Annual return | -9.79% | 11.38%-21.2pp | 850.99%-860.8pp | 7.63%-17.4pp |
| Employer contribution / active EE | $540 | $2,546-78.8% | $3,631-85.1% | $2,381-77.3% |
| Participant deferral / active EE | $1,586 | $2,993-47.0% | $4,082-61.1% | $3,470-54.3% |
| Admin fee / account holder | $0 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |