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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 | $11,408 | $67,372-83.1% | $60,906-81.3% | $134,532-91.5% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.1%-16.0pp | 81.2%-24.1pp |
| Annual return | -22.19% | 50.05%-72.2pp | 16.94%-39.1pp | 418.27%-440.5pp |
| Employer contribution / active EE | $1,671 | $3,099-46.1% | $2,703-38.2% | $4,741-64.8% |
| Participant deferral / active EE | $2,421 | $4,532-46.6% | $3,814-36.5% | $6,401-62.2% |
| Admin fee / account holder | $63 | $4,588-98.6% | $3,227-98.0% | $11,429-99.4% |