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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 | $92,766-75.4% | $82,763-72.4% | $134,545-83.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -24.39% | 946.97%-971.4pp | 702.45%-726.8pp | 418.37%-442.8pp |
| Employer contribution / active EE | $1,381 | $3,273-57.8% | $3,008-54.1% | $4,742-70.9% |
| Participant deferral / active EE | $4,548 | $4,802-5.3% | $4,395+3.5% | $6,401-29.0% |
| Admin fee / account holder | $197 | $5,978-96.7% | $5,325-96.3% | $11,431-98.3% |