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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 | $13,038 | $108,285-88.0% | $77,552-83.2% | $158,982-91.8% |
| Participation rate | 30.0% | 64.4%-34.4pp | 54.2%-24.2pp | 82.0%-52.0pp |
| Annual return | -10.24% | 31.69%-41.9pp | 54.82%-65.1pp | 302.99%-313.2pp |
| Employer contribution / active EE | $483 | $1,325-63.5% | $987-51.0% | $4,763-89.8% |
| Participant deferral / active EE | $2,381 | $2,455-3.0% | $1,861+28.0% | $5,983-60.2% |
| Admin fee / account holder | $0 | $3,709-100.0% | $2,859-100.0% | $11,252-100.0% |