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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 | $7,237 | $32,117-77.5% | $71,089-89.8% | $64,173-88.7% |
| Participation rate | 57.1% | 42.7%+14.4pp | 54.6%+2.5pp | 69.6%-12.4pp |
| Annual return | -14.88% | -5.57%-9.3pp | 650.65%-665.5pp | 7.63%-22.5pp |
| Employer contribution / active EE | $286 | $712-59.9% | $1,088-73.7% | $2,381-88.0% |
| Participant deferral / active EE | $1,983 | $1,263+57.0% | $1,873+5.9% | $3,470-42.9% |
| Admin fee / account holder | $135 | $2,759-95.1% | $3,082-95.6% | $4,887-97.2% |