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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 | $47,685 | $84,551-43.6% | $61,452-22.4% | $134,532-64.6% |
| Participation rate | 30.8% | 62.2%-31.4pp | 52.6%-21.8pp | 81.2%-50.5pp |
| Annual return | -33.70% | 585.39%-619.1pp | 338.96%-372.7pp | 418.27%-452.0pp |
| Employer contribution / active EE | $578 | $1,545-62.6% | $1,160-50.2% | $4,741-87.8% |
| Participant deferral / active EE | $2,344 | $2,818-16.8% | $2,125+10.3% | $6,401-63.4% |
| Admin fee / account holder | $20 | $2,587-99.2% | $2,131-99.1% | $11,429-99.8% |