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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 | $21,291 | $92,743-77.0% | $82,744-74.3% | $134,532-84.2% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -27.51% | 946.63%-974.1pp | 702.22%-729.7pp | 418.27%-445.8pp |
| Employer contribution / active EE | $1,847 | $3,273-43.6% | $3,008-38.6% | $4,741-61.1% |
| Participant deferral / active EE | $5,327 | $4,802+10.9% | $4,395+21.2% | $6,401-16.8% |
| Admin fee / account holder | $96 | $5,977-98.4% | $5,325-98.2% | $11,429-99.2% |