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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 | $18,121 | $75,832-76.1% | $147,617-87.7% | $59,633-69.6% |
| Participation rate | 48.0% | 71.6%-23.6pp | 84.6%-36.6pp | 68.7%-20.7pp |
| Annual return | -18.34% | 0.37%-18.7pp | 61.98%-80.3pp | 2041.45%-2059.8pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,564-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,250 | $3,131-60.1% | $4,895-74.5% | $3,192-60.8% |
| Admin fee / account holder | $50 | $5,986-99.2% | $11,612-99.6% | $4,297-98.8% |