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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 | $29,667+146.8% | $56,441+29.7% | $80,874-9.5% |
| Participation rate | 22.2% | 41.7%-19.4pp | 52.5%-30.3pp | 67.6%-45.4pp |
| Annual return | -13.98% | 35.22%-49.2pp | 1704.21%-1718.2pp | 35.62%-49.6pp |
| Employer contribution / active EE | $237 | $669-64.5% | $1,039-77.1% | $2,756-91.4% |
| Participant deferral / active EE | $367 | $1,227-70.0% | $1,953-81.2% | $4,297-91.5% |
| Admin fee / account holder | $0 | $2,429-100.0% | $2,829-100.0% | $6,935-100.0% |