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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 | $15,850 | $93,098-83.0% | $77,081-79.4% | $134,509-88.2% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -21.70% | 62.63%-84.3pp | 42.33%-64.0pp | 418.13%-439.8pp |
| Employer contribution / active EE | $1,488 | $3,419-56.5% | $2,813-47.1% | $4,741-68.6% |
| Participant deferral / active EE | $2,919 | $5,239-44.3% | $4,428-34.1% | $6,400-54.4% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |