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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 | $30,346 | $84,697-64.2% | $73,845-58.9% | $125,393-75.8% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | -5.20% | 3123.66%-3128.9pp | 2267.91%-2273.1pp | 282.23%-287.4pp |
| Employer contribution / active EE | $1,344 | $3,123-57.0% | $2,788-51.8% | $4,866-72.4% |
| Participant deferral / active EE | $1,907 | $3,993-52.2% | $3,583-46.8% | $5,351-64.4% |
| Admin fee / account holder | $14 | $5,692-99.8% | $4,881-99.7% | $9,541-99.9% |