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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 | $27,969 | $97,732-71.4% | $83,831-66.6% | $135,380-79.3% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -10.30% | 1287.56%-1297.9pp | 850.99%-861.3pp | 519.81%-530.1pp |
| Employer contribution / active EE | $2,496 | $4,222-40.9% | $3,631-31.3% | $4,779-47.8% |
| Participant deferral / active EE | $1,207 | $4,683-74.2% | $4,082-70.4% | $5,609-78.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |