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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 | $2,121 | $84,551-97.5% | $61,452-96.5% | $134,532-98.4% |
| Participation rate | 57.9% | 62.2%-4.3pp | 52.6%+5.3pp | 81.2%-23.3pp |
| Annual return | -31.54% | 585.39%-616.9pp | 338.96%-370.5pp | 418.27%-449.8pp |
| Employer contribution / active EE | $409 | $1,545-73.5% | $1,160-64.7% | $4,741-91.4% |
| Participant deferral / active EE | $901 | $2,818-68.0% | $2,125-57.6% | $6,401-85.9% |
| Admin fee / account holder | $3 | $2,587-99.9% | $2,131-99.8% | $11,429-100.0% |