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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 | $13,477 | $95,188-85.8% | $76,518-82.4% | $135,380-90.0% |
| Participation rate | 58.3% | 74.4%-16.1pp | 68.0%-9.7pp | 82.6%-24.3pp |
| Annual return | -11.79% | 4.85%-16.6pp | -0.27%-11.5pp | 519.81%-531.6pp |
| Employer contribution / active EE | $835 | $3,303-74.7% | $2,647-68.5% | $4,779-82.5% |
| Participant deferral / active EE | $1,487 | $4,640-67.9% | $3,836-61.2% | $5,609-73.5% |
| Admin fee / account holder | $137 | $6,249-97.8% | $4,849-97.2% | $10,828-98.7% |