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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 | $4,618 | $84,464-94.5% | $61,399-92.5% | $134,509-96.6% |
| Participation rate | 66.7% | 62.2%+4.5pp | 52.6%+14.1pp | 81.2%-14.6pp |
| Annual return | -29.23% | 585.06%-614.3pp | 338.81%-368.0pp | 418.13%-447.4pp |
| Employer contribution / active EE | $759 | $1,545-50.9% | $1,159-34.6% | $4,741-84.0% |
| Participant deferral / active EE | $2,631 | $2,818-6.6% | $2,124+23.9% | $6,400-58.9% |
| Admin fee / account holder | $28 | $2,587-98.9% | $2,131-98.7% | $11,427-99.8% |