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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 | $13,626 | $75,962-82.1% | $154,111-91.2% | $64,173-78.8% |
| Participation rate | 35.5% | 70.4%-34.9pp | 83.0%-47.6pp | 69.6%-34.1pp |
| Annual return | -8.59% | 30.32%-38.9pp | 735.18%-743.8pp | 7.63%-16.2pp |
| Employer contribution / active EE | $537 | $3,350-84.0% | $5,298-89.9% | $2,381-77.5% |
| Participant deferral / active EE | $1,092 | $3,175-65.6% | $5,081-78.5% | $3,470-68.5% |
| Admin fee / account holder | $99 | $5,589-98.2% | $13,411-99.3% | $4,887-98.0% |