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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 | $30,640 | $104,106-70.6% | $71,086-56.9% | $135,379-77.4% |
| Participation rate | 66.7% | 65.7%+1.0pp | 54.7%+12.0pp | 82.6%-16.0pp |
| Annual return | -14.58% | 1256.30%-1270.9pp | 650.59%-665.2pp | 519.79%-534.4pp |
| Employer contribution / active EE | $2,312 | $1,485+55.7% | $1,088+112.6% | $4,779-51.6% |
| Participant deferral / active EE | $5,620 | $2,527+122.4% | $1,874+199.8% | $5,609+0.2% |
| Admin fee / account holder | $25 | $4,142-99.4% | $3,082-99.2% | $10,828-99.8% |