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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 | $15,485 | $138,114-88.8% | $125,391-87.7% | $134,545-88.5% |
| Participation rate | 61.9% | 84.5%-22.6pp | 82.4%-20.5pp | 81.2%-19.3pp |
| Annual return | -33.05% | 750.88%-783.9pp | 572.41%-605.5pp | 418.37%-451.4pp |
| Employer contribution / active EE | $3,295 | $5,246-37.2% | $4,816-31.6% | $4,742-30.5% |
| Participant deferral / active EE | $5,364 | $7,801-31.2% | $7,448-28.0% | $6,401-16.2% |
| Admin fee / account holder | $80 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |