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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 | $18,374 | $138,102-86.7% | $125,381-85.3% | $134,532-86.3% |
| Participation rate | 58.3% | 84.5%-26.2pp | 82.4%-24.0pp | 81.2%-22.9pp |
| Annual return | -26.90% | 750.73%-777.6pp | 572.31%-599.2pp | 418.27%-445.2pp |
| Employer contribution / active EE | $1,443 | $5,245-72.5% | $4,815-70.0% | $4,741-69.6% |
| Participant deferral / active EE | $6,708 | $7,801-14.0% | $7,448-9.9% | $6,401+4.8% |
| Admin fee / account holder | $262 | $11,568-97.7% | $10,007-97.4% | $11,429-97.7% |