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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 | $138,068-80.7% | $125,358-78.8% | $134,493-80.2% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.1pp | 81.2%-12.0pp |
| Annual return | -22.65% | 750.30%-773.0pp | 572.03%-594.7pp | 418.01%-440.7pp |
| Employer contribution / active EE | $4,471 | $5,244-14.7% | $4,814-7.1% | $4,740-5.7% |
| Participant deferral / active EE | $8,722 | $7,799+11.8% | $7,447+17.1% | $6,400+36.3% |
| Admin fee / account holder | $91 | $11,568-99.2% | $10,007-99.1% | $11,425-99.2% |