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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 | $3,134 | $84,464-96.3% | $61,399-94.9% | $134,509-97.7% |
| Participation rate | 65.0% | 62.2%+2.8pp | 52.6%+12.4pp | 81.2%-16.2pp |
| Annual return | -22.88% | 585.06%-607.9pp | 338.81%-361.7pp | 418.13%-441.0pp |
| Employer contribution / active EE | $69 | $1,545-95.5% | $1,159-94.1% | $4,741-98.5% |
| Participant deferral / active EE | $661 | $2,818-76.6% | $2,124-68.9% | $6,400-89.7% |
| Admin fee / account holder | $273 | $2,587-89.5% | $2,131-87.2% | $11,427-97.6% |