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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 | $25,678 | $133,981-80.8% | $112,249-77.1% | $134,532-80.9% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -28.76% | 47.16%-75.9pp | 27.48%-56.2pp | 418.27%-447.0pp |
| Employer contribution / active EE | $7,970 | $4,040+97.3% | $3,636+119.2% | $4,741+68.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $112 | $7,492-98.5% | $6,412-98.3% | $11,429-99.0% |