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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 | $18,141 | $138,078-86.9% | $125,363-85.5% | $134,509-86.5% |
| Participation rate | 57.1% | 84.5%-27.3pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -32.39% | 750.49%-782.9pp | 572.15%-604.5pp | 418.13%-450.5pp |
| Employer contribution / active EE | $1,317 | $5,245-74.9% | $4,815-72.7% | $4,741-72.2% |
| Participant deferral / active EE | $5,504 | $7,800-29.4% | $7,447-26.1% | $6,400-14.0% |
| Admin fee / account holder | $27 | $11,566-99.8% | $10,005-99.7% | $11,427-99.8% |