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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 | $31,159 | $78,694-60.4% | $67,653-53.9% | $125,388-75.2% |
| Participation rate | 58.3% | 78.8%-20.5pp | 75.7%-17.3pp | 83.2%-24.9pp |
| Annual return | -3.38% | 9.46%-12.8pp | 6625.22%-6628.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,928 | $3,044-36.7% | $2,266-14.9% | $4,866-60.4% |
| Participant deferral / active EE | $5,215 | $4,292+21.5% | $3,560+46.5% | $5,352-2.5% |
| Admin fee / account holder | $61 | $7,403-99.2% | $4,821-98.7% | $9,541-99.4% |