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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 | $19,088 | $90,606-78.9% | $79,466-76.0% | $135,379-85.9% |
| Participation rate | 27.3% | 76.0%-48.8pp | 73.3%-46.1pp | 82.6%-55.4pp |
| Annual return | -13.42% | 977.69%-991.1pp | 718.28%-731.7pp | 519.79%-533.2pp |
| Employer contribution / active EE | $356 | $3,068-88.4% | $2,800-87.3% | $4,779-92.6% |
| Participant deferral / active EE | $977 | $4,050-75.9% | $3,704-73.6% | $5,609-82.6% |
| Admin fee / account holder | $11 | $5,895-99.8% | $5,104-99.8% | $10,828-99.9% |