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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 | $13,125 | $104,116-87.4% | $71,089-81.5% | $135,380-90.3% |
| Participation rate | 33.3% | 65.7%-32.3pp | 54.6%-21.3pp | 82.6%-49.3pp |
| Annual return | -14.54% | 1256.51%-1271.0pp | 650.65%-665.2pp | 519.81%-534.3pp |
| Employer contribution / active EE | $547 | $1,485-63.1% | $1,088-49.7% | $4,779-88.5% |
| Participant deferral / active EE | $1,903 | $2,524-24.6% | $1,873+1.6% | $5,609-66.1% |
| Admin fee / account holder | $257 | $4,142-93.8% | $3,082-91.7% | $10,828-97.6% |