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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 | $7,732 | $93,098-91.7% | $77,081-90.0% | $134,509-94.3% |
| Participation rate | 47.1% | 74.5%-27.4pp | 67.9%-20.9pp | 81.2%-34.2pp |
| Annual return | -40.80% | 62.63%-103.4pp | 42.33%-83.1pp | 418.13%-458.9pp |
| Employer contribution / active EE | $1,027 | $3,419-70.0% | $2,813-63.5% | $4,741-78.3% |
| Participant deferral / active EE | $2,209 | $5,239-57.8% | $4,428-50.1% | $6,400-65.5% |
| Admin fee / account holder | $98 | $6,945-98.6% | $5,427-98.2% | $11,427-99.1% |