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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 | $10,654 | $117,694-90.9% | $71,755-85.2% | $134,532-92.1% |
| Participation rate | 41.2% | 68.8%-27.7pp | 62.3%-21.1pp | 81.2%-40.1pp |
| Annual return | -24.57% | 25.33%-49.9pp | 9.09%-33.7pp | 418.27%-442.8pp |
| Employer contribution / active EE | $765 | $2,523-69.7% | $1,704-55.1% | $4,741-83.9% |
| Participant deferral / active EE | $3,286 | $3,753-12.5% | $2,656+23.7% | $6,401-48.7% |
| Admin fee / account holder | $53 | $6,374-99.2% | $3,972-98.7% | $11,429-99.5% |