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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 | $30,136 | $84,464-64.3% | $61,399-50.9% | $134,509-77.6% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -27.14% | 585.06%-612.2pp | 338.81%-366.0pp | 418.13%-445.3pp |
| Employer contribution / active EE | $652 | $1,545-57.8% | $1,159-43.8% | $4,741-86.3% |
| Participant deferral / active EE | $3,322 | $2,818+17.9% | $2,124+56.4% | $6,400-48.1% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |