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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 | $21,517 | $97,732-78.0% | $83,831-74.3% | $135,380-84.1% |
| Participation rate | 42.9% | 80.0%-37.1pp | 76.1%-33.3pp | 82.6%-39.8pp |
| Annual return | -16.90% | 1287.56%-1304.5pp | 850.99%-867.9pp | 519.81%-536.7pp |
| Employer contribution / active EE | $1,353 | $4,222-67.9% | $3,631-62.7% | $4,779-71.7% |
| Participant deferral / active EE | $6,124 | $4,683+30.8% | $4,082+50.0% | $5,609+9.2% |
| Admin fee / account holder | $174 | $6,675-97.4% | $5,479-96.8% | $10,828-98.4% |