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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 | $14,849 | $75,962-80.5% | $154,108-90.4% | $64,173-76.9% |
| Participation rate | 50.0% | 70.4%-20.4pp | 83.0%-33.0pp | 69.6%-19.6pp |
| Annual return | -11.84% | 30.32%-42.2pp | 735.21%-747.0pp | 7.63%-19.5pp |
| Employer contribution / active EE | $1,259 | $3,350-62.4% | $5,298-76.2% | $2,381-47.1% |
| Participant deferral / active EE | $2,823 | $3,175-11.1% | $5,081-44.4% | $3,470-18.6% |
| Admin fee / account holder | $108 | $5,589-98.1% | $13,411-99.2% | $4,887-97.8% |