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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 | $14,104 | $27,632-49.0% | $61,399-77.0% | $68,495-79.4% |
| Participation rate | 37.9% | 39.5%-1.6pp | 52.6%-14.6pp | 67.9%-30.0pp |
| Annual return | -38.15% | -13.24%-24.9pp | 338.81%-377.0pp | -7.84%-30.3pp |
| Employer contribution / active EE | $656 | $696-5.7% | $1,159-43.4% | $2,596-74.7% |
| Participant deferral / active EE | $3,590 | $1,264+184.1% | $2,124+69.0% | $4,028-10.9% |
| Admin fee / account holder | $150 | $2,010-92.5% | $2,131-93.0% | $5,403-97.2% |