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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 | $31,020 | $180,459-82.8% | $154,108-79.9% | $135,380-77.1% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -9.14% | 888.21%-897.3pp | 735.21%-744.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $1,498 | $6,035-75.2% | $5,298-71.7% | $4,779-68.6% |
| Participant deferral / active EE | $3,694 | $5,806-36.4% | $5,081-27.3% | $5,609-34.1% |
| Admin fee / account holder | $242 | $16,145-98.5% | $13,411-98.2% | $10,828-97.8% |