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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 | $23,492 | $57,352-59.0% | $83,830-72.0% | $64,173-63.4% |
| Participation rate | 60.3% | 68.6%-8.3pp | 76.1%-15.9pp | 69.6%-9.3pp |
| Annual return | -11.88% | 11.38%-23.3pp | 850.97%-862.9pp | 7.63%-19.5pp |
| Employer contribution / active EE | $765 | $2,546-70.0% | $3,631-78.9% | $2,381-67.9% |
| Participant deferral / active EE | $1,920 | $2,993-35.8% | $4,082-53.0% | $3,470-44.7% |
| Admin fee / account holder | $8 | $4,046-99.8% | $5,479-99.8% | $4,887-99.8% |