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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 | $13,972 | $133,998-89.6% | $112,263-87.6% | $134,545-89.6% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -30.70% | 47.17%-77.9pp | 27.49%-58.2pp | 418.37%-449.1pp |
| Employer contribution / active EE | $1,702 | $4,040-57.9% | $3,636-53.2% | $4,742-64.1% |
| Participant deferral / active EE | $2,406 | $5,292-54.5% | $4,729-49.1% | $6,401-62.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |