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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 | $12,381 | $104,106-88.1% | $71,086-82.6% | $135,379-90.9% |
| Participation rate | 41.7% | 65.7%-24.0pp | 54.7%-13.0pp | 82.6%-41.0pp |
| Annual return | -17.43% | 1256.30%-1273.7pp | 650.59%-668.0pp | 519.79%-537.2pp |
| Employer contribution / active EE | $829 | $1,485-44.2% | $1,088-23.8% | $4,779-82.6% |
| Participant deferral / active EE | $2,353 | $2,527-6.9% | $1,874+25.5% | $5,609-58.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |