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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 | $16,863 | $93,124-81.9% | $77,100-78.1% | $134,545-87.5% |
| Participation rate | 10.0% | 74.5%-64.5pp | 67.9%-57.9pp | 81.2%-71.2pp |
| Annual return | -21.64% | 62.68%-84.3pp | 42.35%-64.0pp | 418.37%-440.0pp |
| Employer contribution / active EE | $525 | $3,421-84.7% | $2,815-81.4% | $4,742-88.9% |
| Participant deferral / active EE | $985 | $5,242-81.2% | $4,430-77.8% | $6,401-84.6% |
| Admin fee / account holder | $38 | $6,970-99.5% | $5,443-99.3% | $11,431-99.7% |