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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 | $11,706 | $27,632-57.6% | $61,452-81.0% | $68,486-82.9% |
| Participation rate | 38.1% | 39.5%-1.4pp | 52.6%-14.5pp | 67.9%-29.8pp |
| Annual return | -45.15% | -13.24%-31.9pp | 338.96%-384.1pp | -7.85%-37.3pp |
| Employer contribution / active EE | $604 | $696-13.2% | $1,160-47.9% | $2,597-76.7% |
| Participant deferral / active EE | $2,576 | $1,264+103.9% | $2,125+21.3% | $4,028-36.0% |
| Admin fee / account holder | $155 | $2,010-92.3% | $2,131-92.7% | $5,404-97.1% |