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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 | $30,047 | $172,111-82.5% | $150,298-80.0% | $137,256-78.1% |
| Participation rate | 14.3% | 81.7%-67.4pp | 77.8%-63.5pp | 80.0%-65.7pp |
| Annual return | -43.94% | 69.37%-113.3pp | 62.79%-106.7pp | 220.34%-264.3pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,485 | $6,166-43.5% | $5,453-36.1% | $6,407-45.6% |
| Admin fee / account holder | $174 | $16,471-98.9% | $14,116-98.8% | $12,270-98.6% |