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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 | $23,096 | $87,705-73.7% | $63,517-63.6% | $125,393-81.6% |
| Participation rate | 50.0% | 77.0%-27.0pp | 71.0%-21.0pp | 83.2%-33.2pp |
| Annual return | -4.86% | 21.70%-26.6pp | -70.30%+65.4pp | 282.23%-287.1pp |
| Employer contribution / active EE | $1,097 | $3,601-69.5% | $2,322-52.8% | $4,866-77.5% |
| Participant deferral / active EE | $5,097 | $3,939+29.4% | $2,953+72.6% | $5,351-4.8% |
| Admin fee / account holder | $0 | $11,948-100.0% | $5,892-100.0% | $9,541-100.0% |