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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 | $9,271 | $84,551-89.0% | $61,452-84.9% | $134,532-93.1% |
| Participation rate | 60.0% | 62.2%-2.2pp | 52.6%+7.4pp | 81.2%-21.2pp |
| Annual return | -26.60% | 585.39%-612.0pp | 338.96%-365.6pp | 418.27%-444.9pp |
| Employer contribution / active EE | $498 | $1,545-67.8% | $1,160-57.1% | $4,741-89.5% |
| Participant deferral / active EE | $2,509 | $2,818-11.0% | $2,125+18.1% | $6,401-60.8% |
| Admin fee / account holder | $103 | $2,587-96.0% | $2,131-95.2% | $11,429-99.1% |