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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 | $17,469 | $101,283-82.8% | $75,826-77.0% | $135,379-87.1% |
| Participation rate | 55.0% | 72.7%-17.7pp | 68.2%-13.2pp | 82.6%-27.6pp |
| Annual return | -11.85% | 3384.62%-3396.5pp | 1914.15%-1926.0pp | 519.79%-531.6pp |
| Employer contribution / active EE | $1,648 | $2,382-30.8% | $1,913-13.9% | $4,779-65.5% |
| Participant deferral / active EE | $1,547 | $3,469-55.4% | $2,862-46.0% | $5,609-72.4% |
| Admin fee / account holder | $297 | $6,539-95.5% | $4,726-93.7% | $10,828-97.3% |