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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 | $9,951 | $32,117-69.0% | $71,089-86.0% | $64,173-84.5% |
| Participation rate | 32.0% | 42.7%-10.7pp | 54.6%-22.6pp | 69.6%-37.6pp |
| Annual return | -12.80% | -5.57%-7.2pp | 650.65%-663.4pp | 7.63%-20.4pp |
| Employer contribution / active EE | $482 | $712-32.3% | $1,088-55.6% | $2,381-79.7% |
| Participant deferral / active EE | $1,854 | $1,263+46.8% | $1,873-1.0% | $3,470-46.6% |
| Admin fee / account holder | $0 | $2,759-100.0% | $3,082-100.0% | $4,887-100.0% |