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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 | $20,583 | $97,020-78.8% | $83,327-75.3% | $135,380-84.8% |
| Participation rate | 60.0% | 80.4%-20.4pp | 77.8%-17.8pp | 82.6%-22.6pp |
| Annual return | -20.85% | 12.31%-33.2pp | 10.64%-31.5pp | 519.81%-540.7pp |
| Employer contribution / active EE | $0 | $4,144-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $7,284 | $5,964+22.1% | $5,565+30.9% | $5,609+29.9% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |