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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 | $63,628 | $45,566+39.6% | $64,105-0.7% | $59,633+6.7% |
| Participation rate | 25.0% | 60.2%-35.2pp | 68.2%-43.2pp | 68.7%-43.7pp |
| Annual return | -4.75% | 4.95%-9.7pp | 791.24%-796.0pp | 2041.45%-2046.2pp |
| Employer contribution / active EE | $0 | $934-100.0% | $1,820-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,138 | $2,057-44.7% | $2,822-59.7% | $3,192-64.3% |
| Admin fee / account holder | $93 | $3,268-97.2% | $4,499-97.9% | $4,297-97.8% |