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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 | $16,129 | $104,106-84.5% | $71,086-77.3% | $135,379-88.1% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.7%-29.7pp | 82.6%-57.6pp |
| Annual return | -14.84% | 1256.30%-1271.1pp | 650.59%-665.4pp | 519.79%-534.6pp |
| Employer contribution / active EE | $836 | $1,485-43.7% | $1,088-23.1% | $4,779-82.5% |
| Participant deferral / active EE | $878 | $2,527-65.3% | $1,874-53.2% | $5,609-84.4% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |