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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 | $19,679 | $90,484-78.3% | $78,675-75.0% | $273,970-92.8% |
| Participation rate | 33.3% | 76.5%-43.2pp | 73.6%-40.2pp | 83.0%-49.7pp |
| Annual return | -1.42% | 75.62%-77.0pp | 62.19%-63.6pp | 41.46%-42.9pp |
| Employer contribution / active EE | $385 | $3,175-87.9% | $2,850-86.5% | $4,869-92.1% |
| Participant deferral / active EE | $1,856 | $3,901-52.4% | $3,517-47.2% | $5,287-64.9% |
| Admin fee / account holder | $162 | $5,263-96.9% | $4,510-96.4% | $10,132-98.4% |