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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 | $18,003 | $92,743-80.6% | $82,744-78.2% | $134,532-86.6% |
| Participation rate | 17.4% | 75.2%-57.8pp | 72.6%-55.2pp | 81.2%-63.8pp |
| Annual return | -27.77% | 946.63%-974.4pp | 702.22%-730.0pp | 418.27%-446.0pp |
| Employer contribution / active EE | $780 | $3,273-76.2% | $3,008-74.1% | $4,741-83.5% |
| Participant deferral / active EE | $1,546 | $4,802-67.8% | $4,395-64.8% | $6,401-75.9% |
| Admin fee / account holder | $76 | $5,977-98.7% | $5,325-98.6% | $11,429-99.3% |