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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 | $23,429 | $90,607-74.1% | $79,467-70.5% | $135,380-82.7% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 82.6%-32.6pp |
| Annual return | -13.89% | 977.74%-991.6pp | 718.30%-732.2pp | 519.81%-533.7pp |
| Employer contribution / active EE | $568 | $3,068-81.5% | $2,800-79.7% | $4,779-88.1% |
| Participant deferral / active EE | $2,119 | $4,050-47.7% | $3,704-42.8% | $5,609-62.2% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |