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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 | $11,754 | $95,895-87.7% | $79,576-85.2% | $134,509-91.3% |
| Participation rate | 46.2% | 75.0%-28.9pp | 69.5%-23.3pp | 81.2%-35.1pp |
| Annual return | -25.02% | -2.72%-22.3pp | 0.15%-25.2pp | 418.13%-443.2pp |
| Employer contribution / active EE | $668 | $3,128-78.6% | $2,413-72.3% | $4,741-85.9% |
| Participant deferral / active EE | $2,822 | $4,693-39.9% | $3,985-29.2% | $6,400-55.9% |
| Admin fee / account holder | $107 | $9,129-98.8% | $6,834-98.4% | $11,427-99.1% |