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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 | $32,890 | $45,566-27.8% | $64,105-48.7% | $59,633-44.8% |
| Participation rate | 39.1% | 60.2%-21.0pp | 68.2%-29.0pp | 68.7%-29.5pp |
| Annual return | -3.12% | 4.95%-8.1pp | 791.24%-794.4pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $231 | $934-75.2% | $1,820-87.3% | $2,203-89.5% |
| Participant deferral / active EE | $1,664 | $2,057-19.1% | $2,822-41.0% | $3,192-47.9% |
| Admin fee / account holder | $45 | $3,268-98.6% | $4,499-99.0% | $4,297-99.0% |