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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 | $22,436 | $84,685-73.5% | $73,836-69.6% | $125,389-82.1% |
| Participation rate | 50.0% | 76.8%-26.8pp | 73.4%-23.4pp | 83.2%-33.2pp |
| Annual return | -3.72% | 3123.80%-3127.5pp | 2268.06%-2271.8pp | 282.24%-286.0pp |
| Employer contribution / active EE | $1,149 | $3,123-63.2% | $2,787-58.8% | $4,866-76.4% |
| Participant deferral / active EE | $1,913 | $3,993-52.1% | $3,583-46.6% | $5,352-64.3% |
| Admin fee / account holder | $23 | $5,694-99.6% | $4,882-99.5% | $9,541-99.8% |