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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 | $20,790 | $78,694-73.6% | $67,652-69.3% | $125,389-83.4% |
| Participation rate | 66.7% | 78.8%-12.1pp | 75.7%-9.0pp | 83.2%-16.5pp |
| Annual return | -13.22% | 9.46%-22.7pp | 6625.40%-6638.6pp | 282.24%-295.5pp |
| Employer contribution / active EE | $2,177 | $3,044-28.5% | $2,266-3.9% | $4,866-55.3% |
| Participant deferral / active EE | $6,290 | $4,292+46.6% | $3,560+76.7% | $5,352+17.5% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |