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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 | $19,563 | $152,597-87.2% | $117,533-83.4% | $134,532-85.5% |
| Participation rate | 33.3% | 77.1%-43.8pp | 70.6%-37.3pp | 81.2%-47.9pp |
| Annual return | -119.24% | 53.04%-172.3pp | 29.77%-149.0pp | 418.27%-537.5pp |
| Employer contribution / active EE | $23,824 | $5,576+327.2% | $4,179+470.1% | $4,741+402.5% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $114 | $7,007-98.4% | $5,647-98.0% | $11,429-99.0% |