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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 | $32,159 | $90,607-64.5% | $79,467-59.5% | $135,380-76.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -15.52% | 977.74%-993.3pp | 718.30%-733.8pp | 519.81%-535.3pp |
| Employer contribution / active EE | $1,361 | $3,068-55.6% | $2,800-51.4% | $4,779-71.5% |
| Participant deferral / active EE | $7,592 | $4,050+87.4% | $3,704+105.0% | $5,609+35.3% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |