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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 | $11,738 | $93,117-87.4% | $77,096-84.8% | $134,532-91.3% |
| Participation rate | 26.1% | 74.5%-48.4pp | 67.9%-41.8pp | 81.2%-55.1pp |
| Annual return | -29.11% | 62.67%-91.8pp | 42.35%-71.5pp | 418.27%-447.4pp |
| Employer contribution / active EE | $663 | $3,420-80.6% | $2,814-76.4% | $4,741-86.0% |
| Participant deferral / active EE | $1,614 | $5,241-69.2% | $4,429-63.6% | $6,401-74.8% |
| Admin fee / account holder | $109 | $6,948-98.4% | $5,428-98.0% | $11,429-99.0% |