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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 | $26,767 | $90,607-70.5% | $79,467-66.3% | $135,380-80.2% |
| Participation rate | 22.2% | 76.0%-53.8pp | 73.3%-51.1pp | 82.6%-60.4pp |
| Annual return | -18.92% | 977.74%-996.7pp | 718.30%-737.2pp | 519.81%-538.7pp |
| Employer contribution / active EE | $738 | $3,068-75.9% | $2,800-73.6% | $4,779-84.6% |
| Participant deferral / active EE | $2,364 | $4,050-41.6% | $3,704-36.2% | $5,609-57.8% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |