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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 | $14,013 | $84,628-83.4% | $61,501-77.2% | $134,545-89.6% |
| Participation rate | 27.8% | 62.2%-34.4pp | 52.6%-24.8pp | 81.2%-53.5pp |
| Annual return | -198.22% | 585.61%-783.8pp | 339.04%-537.3pp | 418.37%-616.6pp |
| Employer contribution / active EE | $1,044 | $1,545-32.5% | $1,160-10.0% | $4,742-78.0% |
| Participant deferral / active EE | $3,039 | $2,819+7.8% | $2,125+43.0% | $6,401-52.5% |
| Admin fee / account holder | $60 | $2,587-97.7% | $2,132-97.2% | $11,431-99.5% |