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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 | $15,812 | $97,732-83.8% | $83,831-81.1% | $135,380-88.3% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -14.43% | 1287.56%-1302.0pp | 850.99%-865.4pp | 519.81%-534.2pp |
| Employer contribution / active EE | $2,036 | $4,222-51.8% | $3,631-43.9% | $4,779-57.4% |
| Participant deferral / active EE | $2,797 | $4,683-40.3% | $4,082-31.5% | $5,609-50.1% |
| Admin fee / account holder | $130 | $6,675-98.1% | $5,479-97.6% | $10,828-98.8% |