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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 | $67,037 | $84,685-20.8% | $73,836-9.2% | $125,389-46.5% |
| Participation rate | 43.8% | 76.8%-33.0pp | 73.4%-29.7pp | 83.2%-39.4pp |
| Annual return | -4.63% | 3123.80%-3128.4pp | 2268.06%-2272.7pp | 282.24%-286.9pp |
| Employer contribution / active EE | $493 | $3,123-84.2% | $2,787-82.3% | $4,866-89.9% |
| Participant deferral / active EE | $2,481 | $3,993-37.9% | $3,583-30.8% | $5,352-53.6% |
| Admin fee / account holder | $42 | $5,694-99.3% | $4,882-99.1% | $9,541-99.6% |