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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 | $10,858 | $93,117-88.3% | $77,096-85.9% | $134,532-91.9% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -24.86% | 62.67%-87.5pp | 42.35%-67.2pp | 418.27%-443.1pp |
| Employer contribution / active EE | $981 | $3,420-71.3% | $2,814-65.2% | $4,741-79.3% |
| Participant deferral / active EE | $3,300 | $5,241-37.0% | $4,429-25.5% | $6,401-48.4% |
| Admin fee / account holder | $33 | $6,948-99.5% | $5,428-99.4% | $11,429-99.7% |