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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 | $39,294 | $84,551-53.5% | $61,452-36.1% | $134,532-70.8% |
| Participation rate | 29.4% | 62.2%-32.8pp | 52.6%-23.2pp | 81.2%-51.8pp |
| Annual return | -23.15% | 585.39%-608.5pp | 338.96%-362.1pp | 418.27%-441.4pp |
| Employer contribution / active EE | $409 | $1,545-73.5% | $1,160-64.7% | $4,741-91.4% |
| Participant deferral / active EE | $1,833 | $2,818-35.0% | $2,125-13.7% | $6,401-71.4% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |