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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 | $25,838 | $118,869-78.3% | $96,575-73.2% | $167,518-84.6% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 0.01% | 50.49%-50.5pp | 37.79%-37.8pp | 478.71%-478.7pp |
| Employer contribution / active EE | $1,524 | $3,120-51.2% | $2,357-35.3% | $4,838-68.5% |
| Participant deferral / active EE | $1,200 | $4,616-74.0% | $3,849-68.8% | $6,342-81.1% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |