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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 | $26,824 | $90,606-70.4% | $79,466-66.2% | $135,379-80.2% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -21.56% | 977.69%-999.3pp | 718.28%-739.8pp | 519.79%-541.3pp |
| Employer contribution / active EE | $6,237 | $3,068+103.3% | $2,800+122.7% | $4,779+30.5% |
| Participant deferral / active EE | $1,471 | $4,050-63.7% | $3,704-60.3% | $5,609-73.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |