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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 | $30,764 | $138,078-77.7% | $125,363-75.5% | $134,509-77.1% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -21.68% | 750.49%-772.2pp | 572.15%-593.8pp | 418.13%-439.8pp |
| Employer contribution / active EE | $2,205 | $5,245-58.0% | $4,815-54.2% | $4,741-53.5% |
| Participant deferral / active EE | $5,369 | $7,800-31.2% | $7,447-27.9% | $6,400-16.1% |
| Admin fee / account holder | $8 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |