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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 | $39,262 | $57,350-31.5% | $83,850-53.2% | $64,181-38.8% |
| Participation rate | 57.7% | 68.6%-10.9pp | 76.1%-18.5pp | 69.6%-11.9pp |
| Annual return | -8.88% | 11.38%-20.3pp | 850.92%-859.8pp | 7.63%-16.5pp |
| Employer contribution / active EE | $1,411 | $2,545-44.6% | $3,631-61.1% | $2,381-40.7% |
| Participant deferral / active EE | $2,600 | $2,993-13.1% | $4,082-36.3% | $3,470-25.1% |
| Admin fee / account holder | $7 | $4,046-99.8% | $5,478-99.9% | $4,887-99.9% |