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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 | $11,809 | $32,117-63.2% | $71,086-83.4% | $64,173-81.6% |
| Participation rate | 21.2% | 42.7%-21.5pp | 54.7%-33.5pp | 69.6%-48.4pp |
| Annual return | -15.10% | -5.57%-9.5pp | 650.59%-665.7pp | 7.63%-22.7pp |
| Employer contribution / active EE | $336 | $712-52.8% | $1,088-69.1% | $2,381-85.9% |
| Participant deferral / active EE | $1,294 | $1,263+2.4% | $1,874-31.0% | $3,470-62.7% |
| Admin fee / account holder | $13 | $2,759-99.5% | $3,082-99.6% | $4,887-99.7% |