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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 | $31,205 | $92,219-66.2% | $76,767-59.4% | $135,380-76.9% |
| Participation rate | 46.2% | 79.8%-33.6pp | 77.0%-30.8pp | 82.6%-36.5pp |
| Annual return | -9.14% | 5.46%-14.6pp | 2.43%-11.6pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,007 | $3,216-68.7% | $2,485-59.5% | $4,779-78.9% |
| Participant deferral / active EE | $2,407 | $4,508-46.6% | $3,852-37.5% | $5,609-57.1% |
| Admin fee / account holder | $0 | $10,749-100.0% | $6,675-100.0% | $10,828-100.0% |