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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 | $36,574 | $78,694-53.5% | $67,652-45.9% | $125,389-70.8% |
| Participation rate | 63.6% | 78.8%-15.2pp | 75.7%-12.0pp | 83.2%-19.6pp |
| Annual return | -4.77% | 9.46%-14.2pp | 6625.40%-6630.2pp | 282.24%-287.0pp |
| Employer contribution / active EE | $622 | $3,044-79.6% | $2,266-72.5% | $4,866-87.2% |
| Participant deferral / active EE | $1,571 | $4,292-63.4% | $3,560-55.9% | $5,352-70.7% |
| Admin fee / account holder | $246 | $7,403-96.7% | $4,821-94.9% | $9,541-97.4% |