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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 | $22,215 | $95,188-76.7% | $76,518-71.0% | $135,380-83.6% |
| Participation rate | 22.7% | 74.4%-51.7pp | 68.0%-45.3pp | 82.6%-59.9pp |
| Annual return | -11.28% | 4.85%-16.1pp | -0.27%-11.0pp | 519.81%-531.1pp |
| Employer contribution / active EE | $535 | $3,303-83.8% | $2,647-79.8% | $4,779-88.8% |
| Participant deferral / active EE | $2,039 | $4,640-56.1% | $3,836-46.9% | $5,609-63.7% |
| Admin fee / account holder | $177 | $6,249-97.2% | $4,849-96.4% | $10,828-98.4% |