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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 | $52,211 | $138,114-62.2% | $125,391-58.4% | $134,545-61.2% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.1pp | 81.2%-47.9pp |
| Annual return | -23.20% | 750.88%-774.1pp | 572.41%-595.6pp | 418.37%-441.6pp |
| Employer contribution / active EE | $974 | $5,246-81.4% | $4,816-79.8% | $4,742-79.5% |
| Participant deferral / active EE | $7,958 | $7,801+2.0% | $7,448+6.8% | $6,401+24.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |