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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 | $18,428 | $97,732-81.1% | $83,831-78.0% | $135,380-86.4% |
| Participation rate | 54.5% | 80.0%-25.4pp | 76.1%-21.6pp | 82.6%-28.1pp |
| Annual return | -14.48% | 1287.56%-1302.0pp | 850.99%-865.5pp | 519.81%-534.3pp |
| Employer contribution / active EE | $1,655 | $4,222-60.8% | $3,631-54.4% | $4,779-65.4% |
| Participant deferral / active EE | $4,364 | $4,683-6.8% | $4,082+6.9% | $5,609-22.2% |
| Admin fee / account holder | $164 | $6,675-97.5% | $5,479-97.0% | $10,828-98.5% |