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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 | $33,698 | $92,743-63.7% | $82,744-59.3% | $134,532-75.0% |
| Participation rate | 25.0% | 75.2%-50.2pp | 72.6%-47.6pp | 81.2%-56.2pp |
| Annual return | -25.12% | 946.63%-971.7pp | 702.22%-727.3pp | 418.27%-443.4pp |
| Employer contribution / active EE | $547 | $3,273-83.3% | $3,008-81.8% | $4,741-88.5% |
| Participant deferral / active EE | $4,899 | $4,802+2.0% | $4,395+11.5% | $6,401-23.5% |
| Admin fee / account holder | $124 | $5,977-97.9% | $5,325-97.7% | $11,429-98.9% |