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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 | $19,623 | $44,103-55.5% | $75,826-74.1% | $64,173-69.4% |
| Participation rate | 25.0% | 62.7%-37.7pp | 68.2%-43.2pp | 69.6%-44.6pp |
| Annual return | -10.35% | -4.72%-5.6pp | 1914.15%-1924.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $383 | $1,446-73.5% | $1,913-80.0% | $2,381-83.9% |
| Participant deferral / active EE | $1,544 | $2,204-29.9% | $2,862-46.1% | $3,470-55.5% |
| Admin fee / account holder | $231 | $3,506-93.4% | $4,726-95.1% | $4,887-95.3% |