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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 | $18,619 | $82,630-77.5% | $64,105-71.0% | $125,389-85.2% |
| Participation rate | 33.3% | 75.9%-42.5pp | 68.2%-34.8pp | 83.2%-49.9pp |
| Annual return | -6.89% | 1489.72%-1496.6pp | 791.24%-798.1pp | 282.24%-289.1pp |
| Employer contribution / active EE | $809 | $2,671-69.7% | $1,820-55.6% | $4,866-83.4% |
| Participant deferral / active EE | $3,163 | $3,608-12.4% | $2,822+12.1% | $5,352-40.9% |
| Admin fee / account holder | $201 | $6,382-96.9% | $4,499-95.5% | $9,541-97.9% |