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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 | $37,300 | $88,585-57.9% | $69,884-46.6% | $134,532-72.3% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -33.67% | 442.80%-476.5pp | 190.81%-224.5pp | 418.27%-451.9pp |
| Employer contribution / active EE | $1,217 | $3,235-62.4% | $2,560-52.4% | $4,741-74.3% |
| Participant deferral / active EE | $10,395 | $4,770+117.9% | $3,848+170.1% | $6,401+62.4% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |