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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 | $18,017 | $95,979-81.2% | $74,551-75.8% | $135,380-86.7% |
| Participation rate | 30.0% | 75.7%-45.7pp | 69.1%-39.1pp | 82.6%-52.6pp |
| Annual return | -10.22% | 56.97%-67.2pp | 32.53%-42.8pp | 519.81%-530.0pp |
| Employer contribution / active EE | $821 | $2,716-69.8% | $1,961-58.1% | $4,779-82.8% |
| Participant deferral / active EE | $2,851 | $3,844-25.8% | $3,108-8.3% | $5,609-49.2% |
| Admin fee / account holder | $279 | $6,522-95.7% | $5,059-94.5% | $10,828-97.4% |