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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 | $28,874 | $180,466-84.0% | $154,114-81.3% | $135,382-78.7% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -9.85% | 888.15%-898.0pp | 735.16%-745.0pp | 519.77%-529.6pp |
| Employer contribution / active EE | $1,333 | $6,035-77.9% | $5,298-74.8% | $4,779-72.1% |
| Participant deferral / active EE | $4,500 | $5,806-22.5% | $5,081-11.4% | $5,609-19.8% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |