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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 | $47,526 | $54,357-12.6% | $82,706-42.5% | $68,495-30.6% |
| Participation rate | 58.6% | 63.9%-5.3pp | 72.6%-13.9pp | 67.9%-9.3pp |
| Annual return | -20.26% | -13.67%-6.6pp | 701.76%-722.0pp | -7.84%-12.4pp |
| Employer contribution / active EE | $425 | $2,218-80.8% | $3,007-85.9% | $2,596-83.6% |
| Participant deferral / active EE | $1,127 | $3,246-65.3% | $4,394-74.4% | $4,028-72.0% |
| Admin fee / account holder | $12 | $4,396-99.7% | $5,329-99.8% | $5,403-99.8% |