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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 | $32,371 | $100,805-67.9% | $86,698-62.7% | $134,532-75.9% |
| Participation rate | 22.2% | 79.0%-56.7pp | 76.6%-54.4pp | 81.2%-59.0pp |
| Annual return | -60.07% | 29.09%-89.2pp | 35.95%-96.0pp | 418.27%-478.3pp |
| Employer contribution / active EE | $1,028 | $3,490-70.6% | $2,837-63.8% | $4,741-78.3% |
| Participant deferral / active EE | $2,329 | $5,339-56.4% | $4,656-50.0% | $6,401-63.6% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |