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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 | $21,686 | $27,639-21.5% | $61,501-64.7% | $68,490-68.3% |
| Participation rate | 22.7% | 39.5%-16.8pp | 52.6%-29.8pp | 67.9%-45.2pp |
| Annual return | -25.44% | -13.19%-12.2pp | 339.04%-364.5pp | -7.85%-17.6pp |
| Employer contribution / active EE | $585 | $696-15.9% | $1,160-49.5% | $2,597-77.5% |
| Participant deferral / active EE | $1,802 | $1,264+42.6% | $2,125-15.2% | $4,028-55.3% |
| Admin fee / account holder | $195 | $2,012-90.3% | $2,132-90.9% | $5,403-96.4% |