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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 | $25,479 | $110,093-76.9% | $97,295-73.8% | $145,897-82.5% |
| Participation rate | 33.3% | 75.9%-42.6pp | 72.7%-39.3pp | 80.3%-47.0pp |
| Annual return | -12.40% | 244.76%-257.2pp | 75.62%-88.0pp | 552.29%-564.7pp |
| Employer contribution / active EE | $515 | $3,077-83.3% | $2,723-81.1% | $4,663-89.0% |
| Participant deferral / active EE | $1,479 | $4,678-68.4% | $4,264-65.3% | $6,689-77.9% |
| Admin fee / account holder | $261 | $6,212-95.8% | $5,646-95.4% | $13,390-98.1% |