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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 | $28,434 | $109,905-74.1% | $98,506-71.1% | $167,553-83.0% |
| Participation rate | 15.4% | 75.8%-60.4pp | 73.3%-58.0pp | 82.1%-66.7pp |
| Annual return | -1.45% | 1960.20%-1961.6pp | 1494.92%-1496.4pp | 478.89%-480.3pp |
| Employer contribution / active EE | $227 | $3,226-93.0% | $2,961-92.3% | $4,840-95.3% |
| Participant deferral / active EE | $1,989 | $4,674-57.5% | $4,277-53.5% | $6,343-68.6% |
| Admin fee / account holder | $207 | $6,760-96.9% | $5,955-96.5% | $12,316-98.3% |