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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 | $38,275 | $95,975-60.1% | $74,549-48.7% | $135,379-71.7% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -12.85% | 56.96%-69.8pp | 32.53%-45.4pp | 519.79%-532.6pp |
| Employer contribution / active EE | $722 | $2,716-73.4% | $1,961-63.2% | $4,779-84.9% |
| Participant deferral / active EE | $2,917 | $3,844-24.1% | $3,108-6.2% | $5,609-48.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |