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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 | $49,131 | $106,280-53.8% | $96,538-49.1% | $139,487-64.8% |
| Participation rate | 23.1% | 77.8%-54.8pp | 74.3%-51.3pp | 80.3%-57.3pp |
| Annual return | -66.24% | 38.48%-104.7pp | 35.74%-102.0pp | 373.84%-440.1pp |
| Employer contribution / active EE | $976 | $4,107-76.2% | $3,740-73.9% | $4,755-79.5% |
| Participant deferral / active EE | $1,648 | $5,457-69.8% | $4,880-66.2% | $6,713-75.5% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |