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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 | $12,551 | $90,617-86.1% | $79,476-84.2% | $135,382-90.7% |
| Participation rate | 28.6% | 76.1%-47.5pp | 73.3%-44.8pp | 82.6%-54.1pp |
| Annual return | -15.79% | 977.57%-993.4pp | 718.21%-734.0pp | 519.77%-535.6pp |
| Employer contribution / active EE | $695 | $3,068-77.4% | $2,800-75.2% | $4,779-85.5% |
| Participant deferral / active EE | $930 | $4,050-77.0% | $3,704-74.9% | $5,609-83.4% |
| Admin fee / account holder | $196 | $5,907-96.7% | $5,113-96.2% | $10,829-98.2% |