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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 | $16,078 | $92,766-82.7% | $82,763-80.6% | $134,545-88.0% |
| Participation rate | 68.8% | 75.2%-6.5pp | 72.6%-3.8pp | 81.2%-12.5pp |
| Annual return | -24.34% | 946.97%-971.3pp | 702.45%-726.8pp | 418.37%-442.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $6,297 | $4,802+31.1% | $4,395+43.3% | $6,401-1.6% |
| Admin fee / account holder | $81 | $5,978-98.6% | $5,325-98.5% | $11,431-99.3% |