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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 | $33,894 | $180,459-81.2% | $154,108-78.0% | $135,380-75.0% |
| Participation rate | 22.2% | 87.4%-65.2pp | 83.0%-60.8pp | 82.6%-60.4pp |
| Annual return | -14.44% | 888.21%-902.7pp | 735.21%-749.6pp | 519.81%-534.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,111 | $5,806-29.2% | $5,081-19.1% | $5,609-26.7% |
| Admin fee / account holder | $223 | $16,145-98.6% | $13,411-98.3% | $10,828-97.9% |