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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 | $10,653 | $106,549-90.0% | $91,225-88.3% | $134,509-92.1% |
| Participation rate | 36.8% | 76.8%-40.0pp | 73.2%-36.4pp | 81.2%-44.4pp |
| Annual return | -28.67% | 160.73%-189.4pp | 114.10%-142.8pp | 418.13%-446.8pp |
| Employer contribution / active EE | $603 | $3,331-81.9% | $2,851-78.8% | $4,741-87.3% |
| Participant deferral / active EE | $2,121 | $4,719-55.1% | $4,234-49.9% | $6,400-66.9% |
| Admin fee / account holder | $44 | $6,234-99.3% | $5,422-99.2% | $11,427-99.6% |