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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 | $46,677 | $54,355-14.1% | $82,744-43.6% | $68,486-31.8% |
| Participation rate | 56.3% | 63.9%-7.7pp | 72.6%-16.3pp | 67.9%-11.6pp |
| Annual return | -19.69% | -13.67%-6.0pp | 702.22%-721.9pp | -7.85%-11.8pp |
| Employer contribution / active EE | $707 | $2,219-68.1% | $3,008-76.5% | $2,597-72.8% |
| Participant deferral / active EE | $2,642 | $3,246-18.6% | $4,395-39.9% | $4,028-34.4% |
| Admin fee / account holder | $201 | $4,397-95.4% | $5,325-96.2% | $5,404-96.3% |