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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 | $6,419 | $84,464-92.4% | $61,399-89.5% | $134,509-95.2% |
| Participation rate | 41.7% | 62.2%-20.5pp | 52.6%-10.9pp | 81.2%-39.6pp |
| Annual return | -85.04% | 585.06%-670.1pp | 338.81%-423.8pp | 418.13%-503.2pp |
| Employer contribution / active EE | $334 | $1,545-78.4% | $1,159-71.2% | $4,741-92.9% |
| Participant deferral / active EE | $4,432 | $2,818+57.3% | $2,124+108.6% | $6,400-30.8% |
| Admin fee / account holder | $185 | $2,587-92.8% | $2,131-91.3% | $11,427-98.4% |