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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 | $24,455 | $93,117-73.7% | $77,096-68.3% | $134,532-81.8% |
| Participation rate | 55.6% | 74.5%-18.9pp | 67.9%-12.4pp | 81.2%-25.7pp |
| Annual return | -23.10% | 62.67%-85.8pp | 42.35%-65.4pp | 418.27%-441.4pp |
| Employer contribution / active EE | $672 | $3,420-80.4% | $2,814-76.1% | $4,741-85.8% |
| Participant deferral / active EE | $2,134 | $5,241-59.3% | $4,429-51.8% | $6,401-66.7% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |