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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 | $53,130 | $100,911-47.3% | $90,440-41.3% | $158,966-66.6% |
| Participation rate | 68.8% | 75.0%-6.3pp | 72.7%-3.9pp | 82.0%-13.2pp |
| Annual return | -35.26% | 1726.62%-1761.9pp | 1294.38%-1329.6pp | 302.95%-338.2pp |
| Employer contribution / active EE | $2,496 | $3,690-32.4% | $3,263-23.5% | $4,762-47.6% |
| Participant deferral / active EE | $6,477 | $4,348+48.9% | $3,964+63.4% | $5,983+8.3% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |