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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 | $39,087 | $95,188-58.9% | $76,518-48.9% | $135,379-71.1% |
| Participation rate | 46.7% | 74.4%-27.7pp | 68.0%-21.3pp | 82.6%-36.0pp |
| Annual return | -10.72% | 4.85%-15.6pp | -0.27%-10.5pp | 519.79%-530.5pp |
| Employer contribution / active EE | $939 | $3,303-71.6% | $2,647-64.5% | $4,779-80.4% |
| Participant deferral / active EE | $4,468 | $4,640-3.7% | $3,836+16.5% | $5,609-20.3% |
| Admin fee / account holder | $49 | $6,249-99.2% | $4,849-99.0% | $10,828-99.6% |