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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 | $18,315 | $106,247-82.8% | $96,515-81.0% | $139,466-86.9% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.3%-24.3pp | 80.3%-30.3pp |
| Annual return | -7.53% | 38.47%-46.0pp | 35.73%-43.3pp | 373.66%-381.2pp |
| Employer contribution / active EE | $2,572 | $4,106-37.3% | $3,740-31.2% | $4,754-45.9% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $234 | $7,885-97.0% | $6,735-96.5% | $11,409-97.9% |