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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 | $20,093 | $92,743-78.3% | $82,744-75.7% | $134,532-85.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -26.56% | 946.63%-973.2pp | 702.22%-728.8pp | 418.27%-444.8pp |
| Employer contribution / active EE | $1,555 | $3,273-52.5% | $3,008-48.3% | $4,741-67.2% |
| Participant deferral / active EE | $4,118 | $4,802-14.2% | $4,395-6.3% | $6,401-35.7% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |