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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 | $25,647 | $84,685-69.7% | $73,836-65.3% | $125,389-79.5% |
| Participation rate | 42.9% | 76.8%-33.9pp | 73.4%-30.6pp | 83.2%-40.3pp |
| Annual return | -3.71% | 3123.80%-3127.5pp | 2268.06%-2271.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $333 | $3,123-89.3% | $2,787-88.0% | $4,866-93.2% |
| Participant deferral / active EE | $2,695 | $3,993-32.5% | $3,583-24.8% | $5,352-49.6% |
| Admin fee / account holder | $18 | $5,694-99.7% | $4,882-99.6% | $9,541-99.8% |