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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 | $15,382 | $94,439-83.7% | $73,658-79.1% | $154,746-90.1% |
| Participation rate | 33.3% | 64.7%-31.3pp | 57.0%-23.7pp | 80.7%-47.4pp |
| Annual return | -14.31% | 28.25%-42.6pp | 29.72%-44.0pp | 172.34%-186.6pp |
| Employer contribution / active EE | $180 | $1,257-85.7% | $1,032-82.5% | $4,379-95.9% |
| Participant deferral / active EE | $343 | $2,527-86.4% | $2,062-83.4% | $6,730-94.9% |
| Admin fee / account holder | $129 | $3,843-96.6% | $3,357-96.2% | $14,365-99.1% |