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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 | $16,625 | $57,352-71.0% | $83,831-80.2% | $64,173-74.1% |
| Participation rate | 44.4% | 68.6%-24.2pp | 76.1%-31.7pp | 69.6%-25.1pp |
| Annual return | -14.72% | 11.38%-26.1pp | 850.99%-865.7pp | 7.63%-22.4pp |
| Employer contribution / active EE | $1,249 | $2,546-50.9% | $3,631-65.6% | $2,381-47.5% |
| Participant deferral / active EE | $2,372 | $2,993-20.8% | $4,082-41.9% | $3,470-31.6% |
| Admin fee / account holder | $165 | $4,046-95.9% | $5,479-97.0% | $4,887-96.6% |