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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 | $34,320 | $176,402-80.5% | $134,155-74.4% | $158,950-78.4% |
| Participation rate | 50.0% | 78.7%-28.7pp | 72.2%-22.2pp | 82.0%-32.0pp |
| Annual return | -25.19% | 63.66%-88.8pp | 36.34%-61.5pp | 302.91%-328.1pp |
| Employer contribution / active EE | $1,038 | $5,042-79.4% | $3,705-72.0% | $4,762-78.2% |
| Participant deferral / active EE | $1,038 | $4,093-74.6% | $3,500-70.3% | $5,983-82.6% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,248-100.0% |