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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 | $25,875 | $93,346-72.3% | $71,796-64.0% | $273,972-90.6% |
| Participation rate | 10.0% | 76.5%-66.5pp | 69.1%-59.1pp | 83.0%-73.0pp |
| Annual return | -205.99% | 130.39%-336.4pp | 78.04%-284.0pp | 41.46%-247.4pp |
| Employer contribution / active EE | $800 | $2,733-70.7% | $1,924-58.4% | $4,869-83.6% |
| Participant deferral / active EE | $2,460 | $3,475-29.2% | $2,794-12.0% | $5,287-53.5% |
| Admin fee / account holder | $5 | $6,571-99.9% | $4,815-99.9% | $10,133-100.0% |