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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 | $32,829 | $112,933-70.9% | $90,970-63.9% | $158,982-79.4% |
| Participation rate | 61.1% | 74.7%-13.6pp | 69.0%-7.9pp | 82.0%-20.9pp |
| Annual return | -7.95% | 215.82%-223.8pp | 134.60%-142.5pp | 302.99%-310.9pp |
| Employer contribution / active EE | $745 | $2,893-74.2% | $2,122-64.9% | $4,763-84.4% |
| Participant deferral / active EE | $2,525 | $4,128-38.8% | $3,373-25.1% | $5,983-57.8% |
| Admin fee / account holder | $204 | $8,047-97.5% | $5,961-96.6% | $11,252-98.2% |