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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 | $10,517 | $92,684-88.7% | $82,706-87.3% | $134,509-92.2% |
| Participation rate | 40.9% | 75.2%-34.3pp | 72.6%-31.6pp | 81.2%-40.3pp |
| Annual return | -32.26% | 945.84%-978.1pp | 701.76%-734.0pp | 418.13%-450.4pp |
| Employer contribution / active EE | $1,485 | $3,272-54.6% | $3,007-50.6% | $4,741-68.7% |
| Participant deferral / active EE | $2,197 | $4,800-54.2% | $4,394-50.0% | $6,400-65.7% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |