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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 | $13,565 | $90,530-85.0% | $76,030-82.2% | $145,897-90.7% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | -1.53% | 625.08%-626.6pp | 361.54%-363.1pp | 552.29%-553.8pp |
| Employer contribution / active EE | $4,453 | $3,319+34.2% | $2,688+65.7% | $4,663-4.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $115 | $8,383-98.6% | $6,421-98.2% | $13,390-99.1% |