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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 | $25,621 | $92,743-72.4% | $82,744-69.0% | $134,532-81.0% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -27.44% | 946.63%-974.1pp | 702.22%-729.7pp | 418.27%-445.7pp |
| Employer contribution / active EE | $2,587 | $3,273-21.0% | $3,008-14.0% | $4,741-45.4% |
| Participant deferral / active EE | $6,467 | $4,802+34.7% | $4,395+47.2% | $6,401+1.0% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |