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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 | $23,665 | $134,001-82.3% | $112,258-78.9% | $134,509-82.4% |
| Participation rate | 41.7% | 78.6%-36.9pp | 75.1%-33.4pp | 81.2%-39.6pp |
| Annual return | -24.08% | 47.15%-71.2pp | 27.47%-51.6pp | 418.13%-442.2pp |
| Employer contribution / active EE | $1,053 | $4,039-73.9% | $3,636-71.0% | $4,741-77.8% |
| Participant deferral / active EE | $2,536 | $5,291-52.1% | $4,728-46.4% | $6,400-60.4% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |