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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 | $12,625 | $104,116-87.9% | $71,089-82.2% | $135,380-90.7% |
| Participation rate | 40.0% | 65.7%-25.7pp | 54.6%-14.6pp | 82.6%-42.6pp |
| Annual return | -15.93% | 1256.51%-1272.4pp | 650.65%-666.6pp | 519.81%-535.7pp |
| Employer contribution / active EE | $967 | $1,485-34.9% | $1,088-11.1% | $4,779-79.8% |
| Participant deferral / active EE | $2,250 | $2,524-10.8% | $1,873+20.2% | $5,609-59.9% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |