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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 | $25,964 | $82,630-68.6% | $64,105-59.5% | $125,389-79.3% |
| Participation rate | 45.5% | 75.9%-30.4pp | 68.2%-22.7pp | 83.2%-37.7pp |
| Annual return | -9.13% | 1489.72%-1498.8pp | 791.24%-800.4pp | 282.24%-291.4pp |
| Employer contribution / active EE | $768 | $2,671-71.3% | $1,820-57.8% | $4,866-84.2% |
| Participant deferral / active EE | $4,164 | $3,608+15.4% | $2,822+47.6% | $5,352-22.2% |
| Admin fee / account holder | $24 | $6,382-99.6% | $4,499-99.5% | $9,541-99.7% |