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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 | $55,639 | $103,008-46.0% | $90,304-38.4% | $152,897-63.6% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.5%-15.8pp |
| Annual return | -0.09% | 95.22%-95.3pp | 78.13%-78.2pp | 345.43%-345.5pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,455 | $4,281-19.3% | $3,885-11.1% | $5,851-41.0% |
| Admin fee / account holder | $20 | $6,175-99.7% | $5,354-99.6% | $11,599-99.8% |