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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 | $10,538 | $69,518-84.8% | $59,887-82.4% | $135,379-92.2% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.7%-31.8pp | 82.6%-39.8pp |
| Annual return | -13.75% | 7.95%-21.7pp | 3.46%-17.2pp | 519.79%-533.5pp |
| Employer contribution / active EE | $463 | $3,235-85.7% | $2,722-83.0% | $4,779-90.3% |
| Participant deferral / active EE | $1,508 | $4,204-64.1% | $3,402-55.7% | $5,609-73.1% |
| Admin fee / account holder | $146 | $5,734-97.5% | $3,591-95.9% | $10,828-98.7% |