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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 | $12,158 | $104,106-88.3% | $71,086-82.9% | $135,382-91.0% |
| Participation rate | 25.0% | 65.7%-40.7pp | 54.7%-29.7pp | 82.6%-57.6pp |
| Annual return | -16.57% | 1256.30%-1272.9pp | 650.59%-667.2pp | 519.77%-536.3pp |
| Employer contribution / active EE | $956 | $1,485-35.7% | $1,088-12.2% | $4,779-80.0% |
| Participant deferral / active EE | $1,053 | $2,527-58.3% | $1,874-43.8% | $5,609-81.2% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |