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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 | $15,790 | $138,078-88.6% | $125,363-87.4% | $134,509-88.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -22.33% | 750.49%-772.8pp | 572.15%-594.5pp | 418.13%-440.5pp |
| Employer contribution / active EE | $1,220 | $5,245-76.7% | $4,815-74.7% | $4,741-74.3% |
| Participant deferral / active EE | $4,134 | $7,800-47.0% | $7,447-44.5% | $6,400-35.4% |
| Admin fee / account holder | $37 | $11,566-99.7% | $10,005-99.6% | $11,427-99.7% |