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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 | $60,334 | $95,975-37.1% | $74,549-19.1% | $135,379-55.4% |
| Participation rate | 42.9% | 75.7%-32.8pp | 69.1%-26.3pp | 82.6%-39.8pp |
| Annual return | -9.16% | 56.96%-66.1pp | 32.53%-41.7pp | 519.79%-528.9pp |
| Employer contribution / active EE | $696 | $2,716-74.4% | $1,961-64.5% | $4,779-85.4% |
| Participant deferral / active EE | $5,450 | $3,844+41.8% | $3,108+75.3% | $5,609-2.8% |
| Admin fee / account holder | $43 | $6,522-99.3% | $5,059-99.1% | $10,828-99.6% |