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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 | $9,905 | $152,597-93.5% | $117,533-91.6% | $134,532-92.6% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -48.05% | 53.04%-101.1pp | 29.77%-77.8pp | 418.27%-466.3pp |
| Employer contribution / active EE | $1,558 | $5,576-72.1% | $4,179-62.7% | $4,741-67.1% |
| Participant deferral / active EE | $2,400 | $4,821-50.2% | $4,072-41.1% | $6,401-62.5% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |