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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 | $60,195 | $100,911-40.3% | $90,440-33.4% | $158,966-62.1% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | -18.11% | 1726.62%-1744.7pp | 1294.38%-1312.5pp | 302.95%-321.1pp |
| Employer contribution / active EE | $5,624 | $3,690+52.4% | $3,263+72.4% | $4,762+18.1% |
| Participant deferral / active EE | $3,674 | $4,348-15.5% | $3,964-7.3% | $5,983-38.6% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |