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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 | $13,374 | $92,766-85.6% | $82,763-83.8% | $134,545-90.1% |
| Participation rate | 69.6% | 75.2%-5.6pp | 72.6%-3.0pp | 81.2%-11.7pp |
| Annual return | -21.31% | 946.97%-968.3pp | 702.45%-723.8pp | 418.37%-439.7pp |
| Employer contribution / active EE | $884 | $3,273-73.0% | $3,008-70.6% | $4,742-81.4% |
| Participant deferral / active EE | $1,131 | $4,802-76.4% | $4,395-74.3% | $6,401-82.3% |
| Admin fee / account holder | $77 | $5,978-98.7% | $5,325-98.5% | $11,431-99.3% |