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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 | $29,057 | $84,628-65.7% | $61,501-52.8% | $134,545-78.4% |
| Participation rate | 45.0% | 62.2%-17.2pp | 52.6%-7.6pp | 81.2%-36.2pp |
| Annual return | -24.79% | 585.61%-610.4pp | 339.04%-363.8pp | 418.37%-443.2pp |
| Employer contribution / active EE | $1,589 | $1,545+2.9% | $1,160+37.0% | $4,742-66.5% |
| Participant deferral / active EE | $3,804 | $2,819+35.0% | $2,125+79.1% | $6,401-40.6% |
| Admin fee / account holder | $131 | $2,587-94.9% | $2,132-93.8% | $11,431-98.9% |