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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 | $20,581 | $72,465-71.6% | $67,575-69.5% | $145,884-85.9% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | -90.95% | 7222.56%-7313.5pp | 3528.98%-3619.9pp | 551.85%-642.8pp |
| Employer contribution / active EE | $849 | $3,074-72.4% | $2,736-69.0% | $4,662-81.8% |
| Participant deferral / active EE | $2,123 | $4,786-55.6% | $4,003-47.0% | $6,690-68.3% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |