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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 | $8,269 | $117,694-93.0% | $71,755-88.5% | $134,532-93.9% |
| Participation rate | 38.5% | 68.8%-30.4pp | 62.3%-23.9pp | 81.2%-42.8pp |
| Annual return | -28.46% | 25.33%-53.8pp | 9.09%-37.5pp | 418.27%-446.7pp |
| Employer contribution / active EE | $770 | $2,523-69.5% | $1,704-54.8% | $4,741-83.8% |
| Participant deferral / active EE | $1,422 | $3,753-62.1% | $2,656-46.4% | $6,401-77.8% |
| Admin fee / account holder | $141 | $6,374-97.8% | $3,972-96.4% | $11,429-98.8% |