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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 | $26,595 | $138,114-80.7% | $125,391-78.8% | $134,545-80.2% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.2pp | 81.2%-12.0pp |
| Annual return | -22.65% | 750.88%-773.5pp | 572.41%-595.1pp | 418.37%-441.0pp |
| Employer contribution / active EE | $4,471 | $5,246-14.8% | $4,816-7.1% | $4,742-5.7% |
| Participant deferral / active EE | $8,722 | $7,801+11.8% | $7,448+17.1% | $6,401+36.3% |
| Admin fee / account holder | $91 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |