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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 | $39,364 | $55,449-29.0% | $83,830-53.0% | $56,287-30.1% |
| Participation rate | 19.7% | 68.0%-48.3pp | 76.1%-56.5pp | 69.9%-50.2pp |
| Annual return | -10.02% | -1.38%-8.6pp | 850.97%-861.0pp | -9.96%-0.1pp |
| Employer contribution / active EE | $842 | $2,430-65.3% | $3,631-76.8% | $2,111-60.1% |
| Participant deferral / active EE | $1,827 | $2,935-37.8% | $4,082-55.2% | $3,350-45.5% |
| Admin fee / account holder | $286 | $656-56.4% | $5,479-94.8% | $521-45.1% |