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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 | $31,364 | $97,732-67.9% | $83,831-62.6% | $135,380-76.8% |
| Participation rate | 38.5% | 80.0%-41.5pp | 76.1%-37.7pp | 82.6%-44.2pp |
| Annual return | -9.97% | 1287.56%-1297.5pp | 850.99%-861.0pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,514 | $4,222-64.1% | $3,631-58.3% | $4,779-68.3% |
| Participant deferral / active EE | $1,900 | $4,683-59.4% | $4,082-53.4% | $5,609-66.1% |
| Admin fee / account holder | $146 | $6,675-97.8% | $5,479-97.3% | $10,828-98.7% |