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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 | $11,913 | $27,639-56.9% | $61,501-80.6% | $68,490-82.6% |
| Participation rate | 20.7% | 39.5%-18.8pp | 52.6%-31.9pp | 67.9%-47.2pp |
| Annual return | -21.60% | -13.19%-8.4pp | 339.04%-360.6pp | -7.85%-13.7pp |
| Employer contribution / active EE | $411 | $696-41.0% | $1,160-64.6% | $2,597-84.2% |
| Participant deferral / active EE | $1,749 | $1,264+38.4% | $2,125-17.7% | $4,028-56.6% |
| Admin fee / account holder | $272 | $2,012-86.5% | $2,132-87.3% | $5,403-95.0% |