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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 | $23,045 | $69,518-66.9% | $59,887-61.5% | $135,379-83.0% |
| Participation rate | 33.3% | 77.8%-44.5pp | 74.7%-41.4pp | 82.6%-49.3pp |
| Annual return | -10.89% | 7.95%-18.8pp | 3.46%-14.4pp | 519.79%-530.7pp |
| Employer contribution / active EE | $1,613 | $3,235-50.1% | $2,722-40.8% | $4,779-66.3% |
| Participant deferral / active EE | $1,650 | $4,204-60.8% | $3,402-51.5% | $5,609-70.6% |
| Admin fee / account holder | $104 | $5,734-98.2% | $3,591-97.1% | $10,828-99.0% |