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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 | $19,172 | $84,551-77.3% | $61,452-68.8% | $134,532-85.7% |
| Participation rate | 50.0% | 62.2%-12.2pp | 52.6%-2.6pp | 81.2%-31.2pp |
| Annual return | -30.07% | 585.39%-615.5pp | 338.96%-369.0pp | 418.27%-448.3pp |
| Employer contribution / active EE | $1,551 | $1,545+0.4% | $1,160+33.7% | $4,741-67.3% |
| Participant deferral / active EE | $4,968 | $2,818+76.3% | $2,125+133.8% | $6,401-22.4% |
| Admin fee / account holder | $19 | $2,587-99.3% | $2,131-99.1% | $11,429-99.8% |