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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 | $17,413 | $99,644-82.5% | $86,438-79.9% | $134,532-87.1% |
| Participation rate | 66.7% | 82.1%-15.4pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -45.12% | 6787.26%-6832.4pp | 4397.19%-4442.3pp | 418.27%-463.4pp |
| Employer contribution / active EE | $2,581 | $4,402-41.4% | $3,769-31.5% | $4,741-45.6% |
| Participant deferral / active EE | $7,667 | $7,247+5.8% | $6,952+10.3% | $6,401+19.8% |
| Admin fee / account holder | $211 | $8,375-97.5% | $6,733-96.9% | $11,429-98.2% |