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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 | $17,780 | $90,607-80.4% | $79,467-77.6% | $135,380-86.9% |
| Participation rate | 42.9% | 76.0%-33.2pp | 73.3%-30.5pp | 82.6%-39.8pp |
| Annual return | -13.27% | 977.74%-991.0pp | 718.30%-731.6pp | 519.81%-533.1pp |
| Employer contribution / active EE | $581 | $3,068-81.1% | $2,800-79.2% | $4,779-87.8% |
| Participant deferral / active EE | $2,873 | $4,050-29.1% | $3,704-22.4% | $5,609-48.8% |
| Admin fee / account holder | $55 | $5,895-99.1% | $5,104-98.9% | $10,828-99.5% |