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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 | $40,628 | $100,811-59.7% | $86,698-53.1% | $134,545-69.8% |
| Participation rate | 64.3% | 79.0%-14.7pp | 76.6%-12.3pp | 81.2%-16.9pp |
| Annual return | -22.54% | 29.11%-51.7pp | 35.96%-58.5pp | 418.37%-440.9pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $7,510 | $5,339+40.7% | $4,656+61.3% | $6,401+17.3% |
| Admin fee / account holder | $60 | $10,926-99.5% | $7,492-99.2% | $11,431-99.5% |