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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 | $23,402 | $75,962-69.2% | $154,108-84.8% | $64,173-63.5% |
| Participation rate | 33.3% | 70.4%-37.1pp | 83.0%-49.7pp | 69.6%-36.2pp |
| Annual return | -14.54% | 30.32%-44.9pp | 735.21%-749.7pp | 7.63%-22.2pp |
| Employer contribution / active EE | $716 | $3,350-78.6% | $5,298-86.5% | $2,381-69.9% |
| Participant deferral / active EE | $2,890 | $3,175-9.0% | $5,081-43.1% | $3,470-16.7% |
| Admin fee / account holder | $158 | $5,589-97.2% | $13,411-98.8% | $4,887-96.8% |