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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 | $24,576 | $32,117-23.5% | $71,086-65.4% | $64,173-61.7% |
| Participation rate | 16.0% | 42.7%-26.7pp | 54.7%-38.7pp | 69.6%-53.6pp |
| Annual return | -12.55% | -5.57%-7.0pp | 650.59%-663.1pp | 7.63%-20.2pp |
| Employer contribution / active EE | $417 | $712-41.5% | $1,088-61.7% | $2,381-82.5% |
| Participant deferral / active EE | $927 | $1,263-26.6% | $1,874-50.6% | $3,470-73.3% |
| Admin fee / account holder | $241 | $2,759-91.3% | $3,082-92.2% | $4,887-95.1% |