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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 | $48,841 | $78,694-37.9% | $67,653-27.8% | $125,388-61.0% |
| Participation rate | 16.7% | 78.8%-62.1pp | 75.7%-59.0pp | 83.2%-66.5pp |
| Annual return | -3.97% | 9.46%-13.4pp | 6625.22%-6629.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $1,667 | $3,044-45.2% | $2,266-26.4% | $4,866-65.7% |
| Participant deferral / active EE | $2,917 | $4,292-32.0% | $3,560-18.1% | $5,352-45.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |