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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 | $15,969 | $47,977-66.7% | $154,108-89.6% | $56,289-71.6% |
| Participation rate | 37.0% | 66.2%-29.2pp | 83.0%-46.0pp | 69.9%-32.9pp |
| Annual return | -7.98% | 3.54%-11.5pp | 735.21%-743.2pp | -9.96%+2.0pp |
| Employer contribution / active EE | $691 | $2,169-68.2% | $5,298-87.0% | $2,111-67.3% |
| Participant deferral / active EE | $1,078 | $2,392-54.9% | $5,081-78.8% | $3,350-67.8% |
| Admin fee / account holder | $203 | $438-53.7% | $13,411-98.5% | $521-61.0% |