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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 | $19,863 | $97,732-79.7% | $83,831-76.3% | $135,380-85.3% |
| Participation rate | 37.5% | 80.0%-42.5pp | 76.1%-38.6pp | 82.6%-45.1pp |
| Annual return | -10.10% | 1287.56%-1297.7pp | 850.99%-861.1pp | 519.81%-529.9pp |
| Employer contribution / active EE | $1,834 | $4,222-56.6% | $3,631-49.5% | $4,779-61.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $257 | $6,675-96.1% | $5,479-95.3% | $10,828-97.6% |