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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 | $39,857 | $103,038-61.3% | $90,324-55.9% | $152,909-73.9% |
| Participation rate | 60.0% | 75.9%-15.9pp | 73.3%-13.3pp | 82.5%-22.5pp |
| Annual return | -0.69% | 95.25%-95.9pp | 78.15%-78.8pp | 345.46%-346.2pp |
| Employer contribution / active EE | $824 | $3,141-73.7% | $2,856-71.1% | $4,764-82.7% |
| Participant deferral / active EE | $5,796 | $4,282+35.4% | $3,885+49.2% | $5,851-0.9% |
| Admin fee / account holder | $25 | $6,177-99.6% | $5,356-99.5% | $11,601-99.8% |