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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 | $45,776 | $92,743-50.6% | $82,744-44.7% | $134,532-66.0% |
| Participation rate | 21.1% | 75.2%-54.1pp | 72.6%-51.5pp | 81.2%-60.2pp |
| Annual return | -26.06% | 946.63%-972.7pp | 702.22%-728.3pp | 418.27%-444.3pp |
| Employer contribution / active EE | $2,155 | $3,273-34.2% | $3,008-28.4% | $4,741-54.5% |
| Participant deferral / active EE | $4,330 | $4,802-9.8% | $4,395-1.5% | $6,401-32.4% |
| Admin fee / account holder | $61 | $5,977-99.0% | $5,325-98.8% | $11,429-99.5% |