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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 | $37,860 | $84,464-55.2% | $61,399-38.3% | $134,509-71.9% |
| Participation rate | 43.8% | 62.2%-18.4pp | 52.6%-8.8pp | 81.2%-37.5pp |
| Annual return | -41.54% | 585.06%-626.6pp | 338.81%-380.4pp | 418.13%-459.7pp |
| Employer contribution / active EE | $396 | $1,545-74.4% | $1,159-65.8% | $4,741-91.6% |
| Participant deferral / active EE | $3,509 | $2,818+24.5% | $2,124+65.2% | $6,400-45.2% |
| Admin fee / account holder | $17 | $2,587-99.4% | $2,131-99.2% | $11,427-99.9% |