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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 | $18,905 | $97,732-80.7% | $83,831-77.4% | $135,380-86.0% |
| Participation rate | 57.1% | 80.0%-22.8pp | 76.1%-19.0pp | 82.6%-25.5pp |
| Annual return | -14.23% | 1287.56%-1301.8pp | 850.99%-865.2pp | 519.81%-534.0pp |
| Employer contribution / active EE | $2,292 | $4,222-45.7% | $3,631-36.9% | $4,779-52.0% |
| Participant deferral / active EE | $3,398 | $4,683-27.4% | $4,082-16.8% | $5,609-39.4% |
| Admin fee / account holder | $128 | $6,675-98.1% | $5,479-97.7% | $10,828-98.8% |