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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 | $30,777 | $91,911-66.5% | $68,612-55.1% | $135,380-77.3% |
| Participation rate | 14.3% | 76.7%-62.5pp | 72.2%-58.0pp | 82.6%-68.4pp |
| Annual return | -17.84% | -8.22%-9.6pp | -4.63%-13.2pp | 519.81%-537.6pp |
| Employer contribution / active EE | $557 | $3,924-85.8% | $2,625-78.8% | $4,779-88.3% |
| Participant deferral / active EE | $2,418 | $4,315-44.0% | $3,311-27.0% | $5,609-56.9% |
| Admin fee / account holder | $0 | $9,240-100.0% | $5,131-100.0% | $10,828-100.0% |