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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 | $22,837 | $92,684-75.4% | $82,706-72.4% | $134,509-83.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -24.39% | 945.84%-970.2pp | 701.76%-726.2pp | 418.13%-442.5pp |
| Employer contribution / active EE | $1,381 | $3,272-57.8% | $3,007-54.1% | $4,741-70.9% |
| Participant deferral / active EE | $4,548 | $4,800-5.3% | $4,394+3.5% | $6,400-28.9% |
| Admin fee / account holder | $197 | $5,982-96.7% | $5,329-96.3% | $11,427-98.3% |