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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 | $11,218 | $117,694-90.5% | $71,755-84.4% | $134,532-91.7% |
| Participation rate | 60.0% | 68.8%-8.8pp | 62.3%-2.3pp | 81.2%-21.2pp |
| Annual return | -24.95% | 25.33%-50.3pp | 9.09%-34.0pp | 418.27%-443.2pp |
| Employer contribution / active EE | $1,041 | $2,523-58.7% | $1,704-38.9% | $4,741-78.0% |
| Participant deferral / active EE | $3,548 | $3,753-5.5% | $2,656+33.6% | $6,401-44.6% |
| Admin fee / account holder | $0 | $6,374-100.0% | $3,972-100.0% | $11,429-100.0% |