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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 | $20,687 | $138,076-85.0% | $123,553-83.3% | $135,380-84.7% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -10.17% | 153.70%-163.9pp | 119.21%-129.4pp | 519.81%-530.0pp |
| Employer contribution / active EE | $2,300 | $5,152-55.3% | $4,628-50.3% | $4,779-51.9% |
| Participant deferral / active EE | $2,300 | $6,800-66.2% | $6,426-64.2% | $5,609-59.0% |
| Admin fee / account holder | $284 | $10,917-97.4% | $9,284-96.9% | $10,828-97.4% |