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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 | $10,912 | $117,694-90.7% | $71,755-84.8% | $134,532-91.9% |
| Participation rate | 45.5% | 68.8%-23.4pp | 62.3%-16.9pp | 81.2%-35.8pp |
| Annual return | -23.94% | 25.33%-49.3pp | 9.09%-33.0pp | 418.27%-442.2pp |
| Employer contribution / active EE | $1,695 | $2,523-32.8% | $1,704-0.5% | $4,741-64.3% |
| Participant deferral / active EE | $2,842 | $3,753-24.3% | $2,656+7.0% | $6,401-55.6% |
| Admin fee / account holder | $0 | $6,374-100.0% | $3,972-100.0% | $11,429-100.0% |