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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 | $26,069 | $169,356-84.6% | $129,406-79.9% | $145,897-82.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | -3.42% | 14418.62%-14422.0pp | 9468.18%-9471.6pp | 552.29%-555.7pp |
| Employer contribution / active EE | $1,873 | $5,542-66.2% | $4,155-54.9% | $4,663-59.8% |
| Participant deferral / active EE | $4,662 | $4,987-6.5% | $4,167+11.9% | $6,689-30.3% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |