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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 | $23,931 | $97,729-75.5% | $83,830-71.5% | $135,379-82.3% |
| Participation rate | 60.0% | 80.0%-20.0pp | 76.1%-16.1pp | 82.6%-22.6pp |
| Annual return | -11.66% | 1287.52%-1299.2pp | 850.97%-862.6pp | 519.79%-531.5pp |
| Employer contribution / active EE | $3,813 | $4,222-9.7% | $3,631+5.0% | $4,779-20.2% |
| Participant deferral / active EE | $5,598 | $4,683+19.6% | $4,082+37.1% | $5,609-0.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |