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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 | $66,770 | $99,644-33.0% | $86,438-22.8% | $134,532-50.4% |
| Participation rate | 50.0% | 82.1%-32.1pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -25.08% | 6787.26%-6812.3pp | 4397.19%-4422.3pp | 418.27%-443.3pp |
| Employer contribution / active EE | $3,316 | $4,402-24.7% | $3,769-12.0% | $4,741-30.1% |
| Participant deferral / active EE | $8,290 | $7,247+14.4% | $6,952+19.2% | $6,401+29.5% |
| Admin fee / account holder | $60 | $8,375-99.3% | $6,733-99.1% | $11,429-99.5% |