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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 | $20,175 | $97,761-79.4% | $83,850-75.9% | $135,382-85.1% |
| Participation rate | 28.6% | 80.0%-51.4pp | 76.1%-47.6pp | 82.6%-54.1pp |
| Annual return | -14.54% | 1287.44%-1302.0pp | 850.92%-865.5pp | 519.77%-534.3pp |
| Employer contribution / active EE | $697 | $4,222-83.5% | $3,631-80.8% | $4,779-85.4% |
| Participant deferral / active EE | $2,694 | $4,682-42.5% | $4,082-34.0% | $5,609-52.0% |
| Admin fee / account holder | $163 | $6,674-97.6% | $5,478-97.0% | $10,829-98.5% |