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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 | $26,880 | $84,685-68.3% | $73,836-63.6% | $125,389-78.6% |
| Participation rate | 38.5% | 76.8%-38.3pp | 73.4%-35.0pp | 83.2%-44.7pp |
| Annual return | -5.31% | 3123.80%-3129.1pp | 2268.06%-2273.4pp | 282.24%-287.6pp |
| Employer contribution / active EE | $930 | $3,123-70.2% | $2,787-66.6% | $4,866-80.9% |
| Participant deferral / active EE | $2,570 | $3,993-35.6% | $3,583-28.3% | $5,352-52.0% |
| Admin fee / account holder | $35 | $5,694-99.4% | $4,882-99.3% | $9,541-99.6% |