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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 | $19,018 | $84,685-77.5% | $73,836-74.2% | $125,389-84.8% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | -9.01% | 3123.80%-3132.8pp | 2268.06%-2277.1pp | 282.24%-291.3pp |
| Employer contribution / active EE | $857 | $3,123-72.6% | $2,787-69.2% | $4,866-82.4% |
| Participant deferral / active EE | $7,351 | $3,993+84.1% | $3,583+105.2% | $5,352+37.4% |
| Admin fee / account holder | $156 | $5,694-97.3% | $4,882-96.8% | $9,541-98.4% |