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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 | $21,038 | $95,188-77.9% | $76,518-72.5% | $135,379-84.5% |
| Participation rate | 30.0% | 74.4%-44.4pp | 68.0%-38.0pp | 82.6%-52.6pp |
| Annual return | -13.50% | 4.85%-18.3pp | -0.27%-13.2pp | 519.79%-533.3pp |
| Employer contribution / active EE | $630 | $3,303-80.9% | $2,647-76.2% | $4,779-86.8% |
| Participant deferral / active EE | $2,872 | $4,640-38.1% | $3,836-25.1% | $5,609-48.8% |
| Admin fee / account holder | $176 | $6,249-97.2% | $4,849-96.4% | $10,828-98.4% |