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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 | $18,798 | $67,372-72.1% | $60,906-69.1% | $134,532-86.0% |
| Participation rate | 25.0% | 76.2%-51.2pp | 73.1%-48.1pp | 81.2%-56.2pp |
| Annual return | -22.04% | 50.05%-72.1pp | 16.94%-39.0pp | 418.27%-440.3pp |
| Employer contribution / active EE | $662 | $3,099-78.7% | $2,703-75.5% | $4,741-86.0% |
| Participant deferral / active EE | $1,323 | $4,532-70.8% | $3,814-65.3% | $6,401-79.3% |
| Admin fee / account holder | $198 | $4,588-95.7% | $3,227-93.9% | $11,429-98.3% |