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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 | $90,637 | $115,796-21.7% | $101,264-10.5% | $158,950-43.0% |
| Participation rate | 22.2% | 79.4%-57.1pp | 75.8%-53.6pp | 82.0%-59.7pp |
| Annual return | -0.02% | 56.15%-56.2pp | 46.48%-46.5pp | 302.91%-302.9pp |
| Employer contribution / active EE | $1,658 | $4,175-60.3% | $3,660-54.7% | $4,762-65.2% |
| Participant deferral / active EE | $5,778 | $4,958+16.5% | $4,370+32.2% | $5,983-3.4% |
| Admin fee / account holder | $10 | $7,247-99.9% | $5,947-99.8% | $11,248-99.9% |