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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 | $48,354 | $111,878-56.8% | $93,727-48.4% | $145,897-66.9% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | -3.82% | 204.28%-208.1pp | 133.83%-137.6pp | 552.29%-556.1pp |
| Employer contribution / active EE | $990 | $3,092-68.0% | $2,421-59.1% | $4,663-78.8% |
| Participant deferral / active EE | $9,200 | $4,920+87.0% | $4,417+108.3% | $6,689+37.5% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,292-100.0% | $13,390-100.0% |