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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 | $37,852 | $84,551-55.2% | $61,452-38.4% | $134,532-71.9% |
| Participation rate | 13.0% | 62.2%-49.2pp | 52.6%-39.5pp | 81.2%-68.2pp |
| Annual return | -21.68% | 585.39%-607.1pp | 338.96%-360.6pp | 418.27%-439.9pp |
| Employer contribution / active EE | $80 | $1,545-94.8% | $1,160-93.1% | $4,741-98.3% |
| Participant deferral / active EE | $268 | $2,818-90.5% | $2,125-87.4% | $6,401-95.8% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |