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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 | $21,314 | $185,225-88.5% | $142,898-85.1% | $167,553-87.3% |
| Participation rate | 27.3% | 78.5%-51.2pp | 72.0%-44.7pp | 82.1%-54.8pp |
| Annual return | -61.90% | 8558.12%-8620.0pp | 5639.64%-5701.5pp | 478.89%-540.8pp |
| Employer contribution / active EE | $291 | $5,607-94.8% | $4,146-93.0% | $4,840-94.0% |
| Participant deferral / active EE | $401 | $4,496-91.1% | $3,838-89.5% | $6,343-93.7% |
| Admin fee / account holder | $287 | $8,032-96.4% | $6,560-95.6% | $12,316-97.7% |