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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 | $65,736 | $99,647-34.0% | $86,439-24.0% | $134,509-51.1% |
| Participation rate | 26.1% | 82.1%-56.0pp | 80.3%-54.2pp | 81.2%-55.1pp |
| Annual return | -23.96% | 6784.13%-6808.1pp | 4395.55%-4419.5pp | 418.13%-442.1pp |
| Employer contribution / active EE | $0 | $4,401-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $3,177 | $7,246-56.2% | $6,952-54.3% | $6,400-50.4% |
| Admin fee / account holder | $15 | $8,373-99.8% | $6,732-99.8% | $11,427-99.9% |