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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 | $19,626 | $104,106-81.1% | $71,086-72.4% | $135,379-85.5% |
| Participation rate | 17.4% | 65.7%-48.3pp | 54.7%-37.3pp | 82.6%-65.3pp |
| Annual return | -13.30% | 1256.30%-1269.6pp | 650.59%-663.9pp | 519.79%-533.1pp |
| Employer contribution / active EE | $180 | $1,485-87.8% | $1,088-83.4% | $4,779-96.2% |
| Participant deferral / active EE | $1,716 | $2,527-32.1% | $1,874-8.5% | $5,609-69.4% |
| Admin fee / account holder | $84 | $4,142-98.0% | $3,082-97.3% | $10,828-99.2% |