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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 | $33,615 | $93,117-63.9% | $77,096-56.4% | $134,532-75.0% |
| Participation rate | 62.5% | 74.5%-12.0pp | 67.9%-5.4pp | 81.2%-18.7pp |
| Annual return | -25.40% | 62.67%-88.1pp | 42.35%-67.7pp | 418.27%-443.7pp |
| Employer contribution / active EE | $1,668 | $3,420-51.2% | $2,814-40.7% | $4,741-64.8% |
| Participant deferral / active EE | $7,868 | $5,241+50.1% | $4,429+77.6% | $6,401+22.9% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |