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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 | $5,807 | $32,117-81.9% | $71,089-91.8% | $64,173-91.0% |
| Participation rate | 45.5% | 42.7%+2.8pp | 54.6%-9.2pp | 69.6%-24.1pp |
| Annual return | -21.32% | -5.57%-15.7pp | 650.65%-672.0pp | 7.63%-29.0pp |
| Employer contribution / active EE | $503 | $712-29.3% | $1,088-53.7% | $2,381-78.9% |
| Participant deferral / active EE | $1,649 | $1,263+30.6% | $1,873-11.9% | $3,470-52.5% |
| Admin fee / account holder | $257 | $2,759-90.7% | $3,082-91.7% | $4,887-94.7% |