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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 | $39,785 | $133,981-70.3% | $112,249-64.6% | $134,532-70.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -36.34% | 47.16%-83.5pp | 27.48%-63.8pp | 418.27%-454.6pp |
| Employer contribution / active EE | $871 | $4,040-78.4% | $3,636-76.0% | $4,741-81.6% |
| Participant deferral / active EE | $1,888 | $5,292-64.3% | $4,729-60.1% | $6,401-70.5% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |