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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 | $73,224 | $29,733+146.3% | $56,025+30.7% | $80,959-9.6% |
| Participation rate | 22.2% | 41.7%-19.5pp | 52.5%-30.3pp | 67.7%-45.4pp |
| Annual return | -13.98% | 35.28%-49.3pp | 1712.69%-1726.7pp | 35.67%-49.7pp |
| Employer contribution / active EE | $237 | $672-64.7% | $1,042-77.2% | $2,757-91.4% |
| Participant deferral / active EE | $367 | $1,229-70.1% | $1,955-81.2% | $4,300-91.5% |
| Admin fee / account holder | $0 | $2,434-100.0% | $2,828-100.0% | $6,925-100.0% |