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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 | $19,707 | $92,743-78.8% | $82,744-76.2% | $134,532-85.4% |
| Participation rate | 33.3% | 75.2%-41.9pp | 72.6%-39.2pp | 81.2%-47.9pp |
| Annual return | -36.06% | 946.63%-982.7pp | 702.22%-738.3pp | 418.27%-454.3pp |
| Employer contribution / active EE | $2,162 | $3,273-33.9% | $3,008-28.1% | $4,741-54.4% |
| Participant deferral / active EE | $3,388 | $4,802-29.4% | $4,395-22.9% | $6,401-47.1% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |