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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 | $46,450 | $27,639+68.1% | $61,501-24.5% | $68,490-32.2% |
| Participation rate | 16.0% | 39.5%-23.5pp | 52.6%-36.6pp | 67.9%-51.9pp |
| Annual return | -21.44% | -13.19%-8.2pp | 339.04%-360.5pp | -7.85%-13.6pp |
| Employer contribution / active EE | $586 | $696-15.8% | $1,160-49.5% | $2,597-77.4% |
| Participant deferral / active EE | $2,495 | $1,264+97.4% | $2,125+17.4% | $4,028-38.1% |
| Admin fee / account holder | $2 | $2,012-99.9% | $2,132-99.9% | $5,403-100.0% |