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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 | $15,085 | $48,274-68.8% | $63,244-76.1% | $59,633-74.7% |
| Participation rate | 23.3% | 66.3%-43.0pp | 71.0%-47.7pp | 68.7%-45.3pp |
| Annual return | -2.84% | -240.79%+237.9pp | -70.31%+67.5pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $746 | $1,586-52.9% | $2,322-67.9% | $2,203-66.1% |
| Participant deferral / active EE | $1,370 | $2,343-41.5% | $2,953-53.6% | $3,192-57.1% |
| Admin fee / account holder | $0 | $3,600-100.0% | $5,893-100.0% | $4,297-100.0% |