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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 | $15,579 | $97,732-84.1% | $83,831-81.4% | $135,380-88.5% |
| Participation rate | 61.5% | 80.0%-18.4pp | 76.1%-14.6pp | 82.6%-21.1pp |
| Annual return | -20.85% | 1287.56%-1308.4pp | 850.99%-871.8pp | 519.81%-540.7pp |
| Employer contribution / active EE | $1,613 | $4,222-61.8% | $3,631-55.6% | $4,779-66.2% |
| Participant deferral / active EE | $5,019 | $4,683+7.2% | $4,082+23.0% | $5,609-10.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |