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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 | $50,253 | $90,617-44.5% | $79,476-36.8% | $135,382-62.9% |
| Participation rate | 45.5% | 76.1%-30.6pp | 73.3%-27.9pp | 82.6%-37.2pp |
| Annual return | -12.61% | 977.57%-990.2pp | 718.21%-730.8pp | 519.77%-532.4pp |
| Employer contribution / active EE | $954 | $3,068-68.9% | $2,800-65.9% | $4,779-80.0% |
| Participant deferral / active EE | $1,291 | $4,050-68.1% | $3,704-65.1% | $5,609-77.0% |
| Admin fee / account holder | $152 | $5,907-97.4% | $5,113-97.0% | $10,829-98.6% |