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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 | $12,140 | $95,188-87.2% | $76,518-84.1% | $135,380-91.0% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | -11.21% | 4.85%-16.1pp | -0.27%-10.9pp | 519.81%-531.0pp |
| Employer contribution / active EE | $1,190 | $3,303-64.0% | $2,647-55.1% | $4,779-75.1% |
| Participant deferral / active EE | $2,187 | $4,640-52.9% | $3,836-43.0% | $5,609-61.0% |
| Admin fee / account holder | $177 | $6,249-97.2% | $4,849-96.4% | $10,828-98.4% |