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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 | $14,997 | $90,607-83.4% | $79,467-81.1% | $135,380-88.9% |
| Participation rate | 30.8% | 76.0%-45.3pp | 73.3%-42.6pp | 82.6%-51.9pp |
| Annual return | -22.46% | 977.74%-1000.2pp | 718.30%-740.8pp | 519.81%-542.3pp |
| Employer contribution / active EE | $1,876 | $3,068-38.8% | $2,800-33.0% | $4,779-60.7% |
| Participant deferral / active EE | $3,192 | $4,050-21.2% | $3,704-13.8% | $5,609-43.1% |
| Admin fee / account holder | $22 | $5,895-99.6% | $5,104-99.6% | $10,828-99.8% |