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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 | $11,548 | $90,617-87.3% | $79,476-85.5% | $135,382-91.5% |
| Participation rate | 18.2% | 76.1%-57.9pp | 73.3%-55.2pp | 82.6%-64.5pp |
| Annual return | -25.44% | 977.57%-1003.0pp | 718.21%-743.7pp | 519.77%-545.2pp |
| Employer contribution / active EE | $327 | $3,068-89.3% | $2,800-88.3% | $4,779-93.2% |
| Participant deferral / active EE | $1,654 | $4,050-59.2% | $3,704-55.3% | $5,609-70.5% |
| Admin fee / account holder | $29 | $5,907-99.5% | $5,113-99.4% | $10,829-99.7% |