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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 | $32,838 | $93,117-64.7% | $77,096-57.4% | $134,532-75.6% |
| Participation rate | 60.0% | 74.5%-14.5pp | 67.9%-7.9pp | 81.2%-21.2pp |
| Annual return | -23.03% | 62.67%-85.7pp | 42.35%-65.4pp | 418.27%-441.3pp |
| Employer contribution / active EE | $0 | $3,420-100.0% | $2,814-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,069 | $5,241-3.3% | $4,429+14.5% | $6,401-20.8% |
| Admin fee / account holder | $50 | $6,948-99.3% | $5,428-99.1% | $11,429-99.6% |