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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 | $46,500 | $77,419-39.9% | $69,461-33.1% | $152,885-69.6% |
| Participation rate | 25.0% | 78.1%-53.1pp | 74.6%-49.6pp | 82.5%-57.5pp |
| Annual return | -12.74% | 39.07%-51.8pp | 28.97%-41.7pp | 345.39%-358.1pp |
| Employer contribution / active EE | $0 | $3,315-100.0% | $2,779-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $4,414-100.0% | $3,536-100.0% | $5,851-100.0% |
| Admin fee / account holder | $30 | $6,207-99.5% | $3,840-99.2% | $11,598-99.7% |