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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 | $80,371 | $27,632+190.9% | $61,452+30.8% | $68,486+17.4% |
| Participation rate | 2.4% | 39.5%-37.1pp | 52.6%-50.2pp | 67.9%-65.5pp |
| Annual return | -28.27% | -13.24%-15.0pp | 338.96%-367.2pp | -7.85%-20.4pp |
| Employer contribution / active EE | $405 | $696-41.8% | $1,160-65.1% | $2,597-84.4% |
| Participant deferral / active EE | $405 | $1,264-68.0% | $2,125-80.9% | $4,028-90.0% |
| Admin fee / account holder | $20 | $2,010-99.0% | $2,131-99.1% | $5,404-99.6% |