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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 | $23,570 | $84,628-72.1% | $61,501-61.7% | $134,545-82.5% |
| Participation rate | 42.9% | 62.2%-19.3pp | 52.6%-9.7pp | 81.2%-38.4pp |
| Annual return | -28.21% | 585.61%-613.8pp | 339.04%-367.3pp | 418.37%-446.6pp |
| Employer contribution / active EE | $1,013 | $1,545-34.4% | $1,160-12.6% | $4,742-78.6% |
| Participant deferral / active EE | $3,642 | $2,819+29.2% | $2,125+71.4% | $6,401-43.1% |
| Admin fee / account holder | $2 | $2,587-99.9% | $2,132-99.9% | $11,431-100.0% |