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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 | $24,950 | $138,068-81.9% | $125,358-80.1% | $134,493-81.4% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -24.40% | 750.30%-774.7pp | 572.03%-596.4pp | 418.01%-442.4pp |
| Employer contribution / active EE | $2,765 | $5,244-47.3% | $4,814-42.6% | $4,740-41.7% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |