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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 | $5,471 | $84,628-93.5% | $61,501-91.1% | $134,545-95.9% |
| Participation rate | 15.0% | 62.2%-47.2pp | 52.6%-37.6pp | 81.2%-66.2pp |
| Annual return | -22.27% | 585.61%-607.9pp | 339.04%-361.3pp | 418.37%-440.6pp |
| Employer contribution / active EE | $98 | $1,545-93.7% | $1,160-91.6% | $4,742-97.9% |
| Participant deferral / active EE | $397 | $2,819-85.9% | $2,125-81.3% | $6,401-93.8% |
| Admin fee / account holder | $216 | $2,587-91.6% | $2,132-89.9% | $11,431-98.1% |