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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 | $32,362 | $92,684-65.1% | $82,706-60.9% | $134,509-75.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -26.99% | 945.84%-972.8pp | 701.76%-728.8pp | 418.13%-445.1pp |
| Employer contribution / active EE | $1,112 | $3,272-66.0% | $3,007-63.0% | $4,741-76.5% |
| Participant deferral / active EE | $5,587 | $4,800+16.4% | $4,394+27.2% | $6,400-12.7% |
| Admin fee / account holder | $24 | $5,982-99.6% | $5,329-99.5% | $11,427-99.8% |