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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 | $45,126 | $129,960-65.3% | $104,299-56.7% | $134,545-66.5% |
| Participation rate | 0.0% | 79.5%-79.5pp | 73.3%-73.3pp | 81.2%-81.2pp |
| Annual return | -22.04% | 42.06%-64.1pp | 24.62%-46.7pp | 418.37%-440.4pp |
| Employer contribution / active EE | $1,900 | $4,186-54.6% | $3,373-43.7% | $4,742-59.9% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |