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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 | $37,083 | $92,743-60.0% | $82,744-55.2% | $134,532-72.4% |
| Participation rate | 53.3% | 75.2%-21.9pp | 72.6%-19.2pp | 81.2%-27.9pp |
| Annual return | -24.83% | 946.63%-971.5pp | 702.22%-727.0pp | 418.27%-443.1pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,784 | $4,802-62.8% | $4,395-59.4% | $6,401-72.1% |
| Admin fee / account holder | $152 | $5,977-97.5% | $5,325-97.2% | $11,429-98.7% |