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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 | $37,709 | $104,650-64.0% | $83,854-55.0% | $155,188-75.7% |
| Participation rate | 12.5% | 65.1%-52.6pp | 59.1%-46.6pp | 80.8%-68.3pp |
| Annual return | -72.53% | 28.97%-101.5pp | 31.39%-103.9pp | 148.84%-221.4pp |
| Employer contribution / active EE | $219 | $1,196-81.7% | $1,017-78.5% | $4,248-94.9% |
| Participant deferral / active EE | $250 | $2,367-89.4% | $2,035-87.7% | $6,531-96.2% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |