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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 | $43,513 | $110,278-60.5% | $95,740-54.6% | $139,466-68.8% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | -15.50% | 27.19%-42.7pp | 28.41%-43.9pp | 373.66%-389.2pp |
| Employer contribution / active EE | $625 | $3,260-80.8% | $2,836-78.0% | $4,754-86.9% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $178 | $6,613-97.3% | $5,676-96.9% | $11,409-98.4% |