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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 | $28,996 | $49,177-41.0% | $79,467-63.5% | $64,173-54.8% |
| Participation rate | 27.3% | 65.0%-37.8pp | 73.3%-46.1pp | 69.6%-42.3pp |
| Annual return | -8.87% | -1.16%-7.7pp | 718.30%-727.2pp | 7.63%-16.5pp |
| Employer contribution / active EE | $495 | $2,076-76.2% | $2,800-82.3% | $2,381-79.2% |
| Participant deferral / active EE | $1,386 | $2,821-50.9% | $3,704-62.6% | $3,470-60.1% |
| Admin fee / account holder | $12 | $3,839-99.7% | $5,104-99.8% | $4,887-99.8% |