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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 | $10,754 | $104,106-89.7% | $71,086-84.9% | $135,379-92.1% |
| Participation rate | 15.8% | 65.7%-49.9pp | 54.7%-38.9pp | 82.6%-66.9pp |
| Annual return | -20.92% | 1256.30%-1277.2pp | 650.59%-671.5pp | 519.79%-540.7pp |
| Employer contribution / active EE | $303 | $1,485-79.6% | $1,088-72.2% | $4,779-93.7% |
| Participant deferral / active EE | $1,293 | $2,527-48.8% | $1,874-31.0% | $5,609-76.9% |
| Admin fee / account holder | $183 | $4,142-95.6% | $3,082-94.1% | $10,828-98.3% |