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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 | $16,408 | $92,743-82.3% | $82,744-80.2% | $134,532-87.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -22.39% | 946.63%-969.0pp | 702.22%-724.6pp | 418.27%-440.7pp |
| Employer contribution / active EE | $2,602 | $3,273-20.5% | $3,008-13.5% | $4,741-45.1% |
| Participant deferral / active EE | $2,600 | $4,802-45.9% | $4,395-40.8% | $6,401-59.4% |
| Admin fee / account holder | $60 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |