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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 | $25,050 | $55,449-54.8% | $83,830-70.1% | $56,287-55.5% |
| Participation rate | 44.7% | 68.0%-23.3pp | 76.1%-31.4pp | 69.9%-25.1pp |
| Annual return | -9.21% | -1.38%-7.8pp | 850.97%-860.2pp | -9.96%+0.7pp |
| Employer contribution / active EE | $749 | $2,430-69.2% | $3,631-79.4% | $2,111-64.5% |
| Participant deferral / active EE | $1,494 | $2,935-49.1% | $4,082-63.4% | $3,350-55.4% |
| Admin fee / account holder | $187 | $656-71.5% | $5,479-96.6% | $521-64.1% |