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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 | $20,322 | $78,694-74.2% | $67,652-70.0% | $125,389-83.8% |
| Participation rate | 47.6% | 78.8%-31.2pp | 75.7%-28.0pp | 83.2%-35.6pp |
| Annual return | -4.83% | 9.46%-14.3pp | 6625.40%-6630.2pp | 282.24%-287.1pp |
| Employer contribution / active EE | $979 | $3,044-67.8% | $2,266-56.8% | $4,866-79.9% |
| Participant deferral / active EE | $1,453 | $4,292-66.2% | $3,560-59.2% | $5,352-72.9% |
| Admin fee / account holder | $241 | $7,403-96.7% | $4,821-95.0% | $9,541-97.5% |