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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 | $34,037 | $107,030-68.2% | $73,550-53.7% | $147,586-76.9% |
| Participation rate | 0.0% | 66.4%-66.4pp | 54.9%-54.9pp | 82.8%-82.8pp |
| Annual return | -9.92% | 38.25%-48.2pp | -15.16%+5.2pp | 578.59%-588.5pp |
| Employer contribution / active EE | $2,216 | $1,760+25.9% | $1,219+81.8% | $4,876-54.6% |
| Participant deferral / active EE | $1,645 | $2,458-33.1% | $1,804-8.8% | $5,439-69.8% |
| Admin fee / account holder | $10 | $3,055-99.7% | $2,320-99.6% | $10,886-99.9% |