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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 | $17,969 | $97,761-81.6% | $83,850-78.6% | $135,382-86.7% |
| Participation rate | 33.3% | 80.0%-46.6pp | 76.1%-42.8pp | 82.6%-49.3pp |
| Annual return | -17.48% | 1287.44%-1304.9pp | 850.92%-868.4pp | 519.77%-537.2pp |
| Employer contribution / active EE | $8,436 | $4,222+99.8% | $3,631+132.4% | $4,779+76.5% |
| Participant deferral / active EE | $2,569 | $4,682-45.1% | $4,082-37.1% | $5,609-54.2% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |