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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 | $13,734 | $88,585-84.5% | $69,884-80.3% | $134,532-89.8% |
| Participation rate | 61.5% | 74.9%-13.4pp | 70.5%-8.9pp | 81.2%-19.7pp |
| Annual return | -20.80% | 442.80%-463.6pp | 190.81%-211.6pp | 418.27%-439.1pp |
| Employer contribution / active EE | $1,288 | $3,235-60.2% | $2,560-49.7% | $4,741-72.8% |
| Participant deferral / active EE | $2,208 | $4,770-53.7% | $3,848-42.6% | $6,401-65.5% |
| Admin fee / account holder | $123 | $10,441-98.8% | $6,266-98.0% | $11,429-98.9% |