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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 | $97,335 | $116,434-16.4% | $65,583+48.4% | $139,487-30.2% |
| Participation rate | 25.0% | 67.9%-42.9pp | 65.0%-40.0pp | 80.3%-55.3pp |
| Annual return | -60.35% | 31.34%-91.7pp | 47.46%-107.8pp | 373.84%-434.2pp |
| Employer contribution / active EE | $282 | $2,602-89.2% | $1,692-83.3% | $4,755-94.1% |
| Participant deferral / active EE | $705 | $4,245-83.4% | $2,833-75.1% | $6,713-89.5% |
| Admin fee / account holder | $0 | $6,696-100.0% | $4,112-100.0% | $11,407-100.0% |