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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 | $58,840 | $90,606-35.1% | $79,466-26.0% | $135,379-56.5% |
| Participation rate | 61.1% | 76.0%-14.9pp | 73.3%-12.2pp | 82.6%-21.5pp |
| Annual return | -10.63% | 977.69%-988.3pp | 718.28%-728.9pp | 519.79%-530.4pp |
| Employer contribution / active EE | $491 | $3,068-84.0% | $2,800-82.5% | $4,779-89.7% |
| Participant deferral / active EE | $2,297 | $4,050-43.3% | $3,704-38.0% | $5,609-59.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |