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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 | $43,348 | $97,732-55.6% | $83,831-48.3% | $135,380-68.0% |
| Participation rate | 69.2% | 80.0%-10.7pp | 76.1%-6.9pp | 82.6%-13.4pp |
| Annual return | -10.00% | 1287.56%-1297.6pp | 850.99%-861.0pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,001 | $4,222-76.3% | $3,631-72.4% | $4,779-79.0% |
| Participant deferral / active EE | $4,525 | $4,683-3.4% | $4,082+10.8% | $5,609-19.3% |
| Admin fee / account holder | $231 | $6,675-96.5% | $5,479-95.8% | $10,828-97.9% |