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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 | $32,541 | $45,152-27.9% | $73,836-55.9% | $59,633-45.4% |
| Participation rate | 25.0% | 64.0%-39.0pp | 73.4%-48.4pp | 68.7%-43.7pp |
| Annual return | -4.56% | 27.40%-32.0pp | 2268.06%-2272.6pp | 2041.45%-2046.0pp |
| Employer contribution / active EE | $314 | $1,901-83.5% | $2,787-88.7% | $2,203-85.7% |
| Participant deferral / active EE | $906 | $2,573-64.8% | $3,583-74.7% | $3,192-71.6% |
| Admin fee / account holder | $178 | $3,515-94.9% | $4,882-96.4% | $4,297-95.9% |