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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 | $77,861 | $100,911-22.8% | $90,440-13.9% | $158,966-51.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | -6.12% | 1726.62%-1732.7pp | 1294.38%-1300.5pp | 302.95%-309.1pp |
| Employer contribution / active EE | $1,689 | $3,690-54.2% | $3,263-48.2% | $4,762-64.5% |
| Participant deferral / active EE | $5,259 | $4,348+20.9% | $3,964+32.7% | $5,983-12.1% |
| Admin fee / account holder | $51 | $6,507-99.2% | $5,615-99.1% | $11,250-99.6% |