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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 | $42,399 | $88,778-52.2% | $81,844-48.2% | $145,884-70.9% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | -5.26% | 1033.03%-1038.3pp | 778.87%-784.1pp | 551.85%-557.1pp |
| Employer contribution / active EE | $1,953 | $3,087-36.7% | $2,916-33.0% | $4,662-58.1% |
| Participant deferral / active EE | $14,207 | $4,648+205.6% | $4,323+228.6% | $6,690+112.4% |
| Admin fee / account holder | $0 | $8,430-100.0% | $7,355-100.0% | $13,392-100.0% |