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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 | $31,747 | $95,895-66.9% | $79,576-60.1% | $134,509-76.4% |
| Participation rate | 25.0% | 75.0%-50.0pp | 69.5%-44.5pp | 81.2%-56.2pp |
| Annual return | -21.58% | -2.72%-18.9pp | 0.15%-21.7pp | 418.13%-439.7pp |
| Employer contribution / active EE | $843 | $3,128-73.0% | $2,413-65.1% | $4,741-82.2% |
| Participant deferral / active EE | $2,134 | $4,693-54.5% | $3,985-46.5% | $6,400-66.7% |
| Admin fee / account holder | $20 | $9,129-99.8% | $6,834-99.7% | $11,427-99.8% |