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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 | $41,144 | $78,694-47.7% | $67,652-39.2% | $125,389-67.2% |
| Participation rate | 36.4% | 78.8%-42.4pp | 75.7%-39.3pp | 83.2%-46.8pp |
| Annual return | -6.86% | 9.46%-16.3pp | 6625.40%-6632.3pp | 282.24%-289.1pp |
| Employer contribution / active EE | $1,126 | $3,044-63.0% | $2,266-50.3% | $4,866-76.9% |
| Participant deferral / active EE | $4,123 | $4,292-4.0% | $3,560+15.8% | $5,352-23.0% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |