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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 | $42,719 | $57,352-25.5% | $83,830-49.0% | $64,173-33.4% |
| Participation rate | 48.5% | 68.6%-20.1pp | 76.1%-27.7pp | 69.6%-21.1pp |
| Annual return | -9.68% | 11.38%-21.1pp | 850.97%-860.7pp | 7.63%-17.3pp |
| Employer contribution / active EE | $655 | $2,546-74.3% | $3,631-82.0% | $2,381-72.5% |
| Participant deferral / active EE | $2,685 | $2,993-10.3% | $4,082-34.2% | $3,470-22.6% |
| Admin fee / account holder | $6 | $4,046-99.8% | $5,479-99.9% | $4,887-99.9% |