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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 | $25,332 | $169,237-85.0% | $129,339-80.4% | $145,978-82.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | -7.71% | 14364.43%-14372.1pp | 9437.05%-9444.8pp | 550.52%-558.2pp |
| Employer contribution / active EE | $1,873 | $5,540-66.2% | $4,154-54.9% | $4,662-59.8% |
| Participant deferral / active EE | $4,662 | $4,991-6.6% | $4,170+11.8% | $6,690-30.3% |
| Admin fee / account holder | $13 | $9,882-99.9% | $7,668-99.8% | $13,400-99.9% |