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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 | $34,235 | $39,798-14.0% | $67,704-49.4% | $59,633-42.6% |
| Participation rate | 53.5% | 57.4%-3.9pp | 67.5%-14.0pp | 68.7%-15.2pp |
| Annual return | -4.80% | 89.94%-94.7pp | 25.41%-30.2pp | 2041.45%-2046.3pp |
| Employer contribution / active EE | $560 | $1,393-59.8% | $2,559-78.1% | $2,203-74.6% |
| Participant deferral / active EE | $1,435 | $2,335-38.5% | $3,585-60.0% | $3,192-55.0% |
| Admin fee / account holder | $61 | $3,212-98.1% | $4,255-98.6% | $4,297-98.6% |