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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 | $92,386 | $99,668-7.3% | $86,451+6.9% | $134,545-31.3% |
| Participation rate | 25.0% | 82.1%-57.1pp | 80.3%-55.3pp | 81.2%-56.2pp |
| Annual return | -30.46% | 6789.61%-6820.1pp | 4398.51%-4429.0pp | 418.37%-448.8pp |
| Employer contribution / active EE | $796 | $4,403-81.9% | $3,770-78.9% | $4,742-83.2% |
| Participant deferral / active EE | $3,068 | $7,249-57.7% | $6,953-55.9% | $6,401-52.1% |
| Admin fee / account holder | $171 | $8,377-98.0% | $6,734-97.5% | $11,431-98.5% |