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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 | $28,775 | $88,596-67.5% | $70,098-58.9% | $134,509-78.6% |
| Participation rate | 47.4% | 74.9%-27.6pp | 70.5%-23.1pp | 81.2%-33.9pp |
| Annual return | -22.99% | 442.67%-465.7pp | 190.76%-213.8pp | 418.13%-441.1pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,560-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $0 | $4,772-100.0% | $3,849-100.0% | $6,400-100.0% |
| Admin fee / account holder | $219 | $10,441-97.9% | $6,266-96.5% | $11,427-98.1% |