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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 | $12,944 | $54,355-76.2% | $82,744-84.4% | $68,486-81.1% |
| Participation rate | 23.2% | 63.9%-40.7pp | 72.6%-49.3pp | 67.9%-44.7pp |
| Annual return | -30.91% | -13.67%-17.2pp | 702.22%-733.1pp | -7.85%-23.1pp |
| Employer contribution / active EE | $692 | $2,219-68.8% | $3,008-77.0% | $2,597-73.4% |
| Participant deferral / active EE | $1,539 | $3,246-52.6% | $4,395-65.0% | $4,028-61.8% |
| Admin fee / account holder | $55 | $4,397-98.8% | $5,325-99.0% | $5,404-99.0% |