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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 | $29,905 | $27,639+8.2% | $61,501-51.4% | $68,490-56.3% |
| Participation rate | 6.7% | 39.5%-32.8pp | 52.6%-45.9pp | 67.9%-61.2pp |
| Annual return | -23.78% | -13.19%-10.6pp | 339.04%-362.8pp | -7.85%-15.9pp |
| Employer contribution / active EE | $161 | $696-76.9% | $1,160-86.1% | $2,597-93.8% |
| Participant deferral / active EE | $1,178 | $1,264-6.8% | $2,125-44.6% | $4,028-70.8% |
| Admin fee / account holder | $0 | $2,012-100.0% | $2,132-100.0% | $5,403-100.0% |