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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 | $28,797 | $95,979-70.0% | $74,551-61.4% | $135,380-78.7% |
| Participation rate | 33.3% | 75.7%-42.3pp | 69.1%-35.8pp | 82.6%-49.3pp |
| Annual return | -10.99% | 56.97%-68.0pp | 32.53%-43.5pp | 519.81%-530.8pp |
| Employer contribution / active EE | $1,040 | $2,716-61.7% | $1,961-47.0% | $4,779-78.2% |
| Participant deferral / active EE | $1,560 | $3,844-59.4% | $3,108-49.8% | $5,609-72.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |