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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 | $16,165 | $92,743-82.6% | $82,744-80.5% | $134,532-88.0% |
| Participation rate | 55.6% | 75.2%-19.6pp | 72.6%-17.0pp | 81.2%-25.7pp |
| Annual return | -29.70% | 946.63%-976.3pp | 702.22%-731.9pp | 418.27%-448.0pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,886 | $4,802+22.6% | $4,395+33.9% | $6,401-8.0% |
| Admin fee / account holder | $268 | $5,977-95.5% | $5,325-95.0% | $11,429-97.7% |