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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 | $8,146 | $32,117-74.6% | $71,089-88.5% | $64,173-87.3% |
| Participation rate | 55.9% | 42.7%+13.2pp | 54.6%+1.2pp | 69.6%-13.7pp |
| Annual return | -10.17% | -5.57%-4.6pp | 650.65%-660.8pp | 7.63%-17.8pp |
| Employer contribution / active EE | $828 | $712+16.2% | $1,088-23.9% | $2,381-65.2% |
| Participant deferral / active EE | $1,273 | $1,263+0.8% | $1,873-32.0% | $3,470-63.3% |
| Admin fee / account holder | $191 | $2,759-93.1% | $3,082-93.8% | $4,887-96.1% |