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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 | $7,440 | $92,766-92.0% | $82,763-91.0% | $134,545-94.5% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -22.29% | 946.97%-969.3pp | 702.45%-724.7pp | 418.37%-440.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,082 | $4,802-77.5% | $4,395-75.4% | $6,401-83.1% |
| Admin fee / account holder | $90 | $5,978-98.5% | $5,325-98.3% | $11,431-99.2% |