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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 | $103,159 | $123,859-16.7% | $69,632+48.1% | $145,897-29.3% |
| Participation rate | 25.0% | 69.2%-44.2pp | 66.4%-41.4pp | 80.3%-55.3pp |
| Annual return | -2.49% | 192.49%-195.0pp | 101.32%-103.8pp | 552.29%-554.8pp |
| Employer contribution / active EE | $589 | $2,673-78.0% | $1,708-65.5% | $4,663-87.4% |
| Participant deferral / active EE | $1,473 | $4,242-65.3% | $2,889-49.0% | $6,689-78.0% |
| Admin fee / account holder | $0 | $7,817-100.0% | $4,695-100.0% | $13,390-100.0% |