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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 | $22,416 | $93,098-75.9% | $77,081-70.9% | $134,509-83.3% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -23.71% | 62.63%-86.3pp | 42.33%-66.0pp | 418.13%-441.8pp |
| Employer contribution / active EE | $1,433 | $3,419-58.1% | $2,813-49.1% | $4,741-69.8% |
| Participant deferral / active EE | $7,220 | $5,239+37.8% | $4,428+63.0% | $6,400+12.8% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |