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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 | $34,471 | $103,008-66.5% | $90,304-61.8% | $152,897-77.5% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.5%-13.2pp |
| Annual return | -6.61% | 95.22%-101.8pp | 78.13%-84.7pp | 345.43%-352.0pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $6,175-100.0% | $5,354-100.0% | $11,599-100.0% |