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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 | $47,019 | $92,219-49.0% | $76,768-38.8% | $135,379-65.3% |
| Participation rate | 18.8% | 79.8%-61.0pp | 77.0%-58.2pp | 82.6%-63.9pp |
| Annual return | -10.52% | 5.46%-16.0pp | 2.43%-12.9pp | 519.79%-530.3pp |
| Employer contribution / active EE | $797 | $3,216-75.2% | $2,485-67.9% | $4,779-83.3% |
| Participant deferral / active EE | $2,181 | $4,508-51.6% | $3,852-43.4% | $5,609-61.1% |
| Admin fee / account holder | $210 | $10,749-98.0% | $6,675-96.9% | $10,828-98.1% |