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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 | $28,239 | $90,607-68.8% | $79,467-64.5% | $135,380-79.1% |
| Participation rate | 66.7% | 76.0%-9.4pp | 73.3%-6.7pp | 82.6%-16.0pp |
| Annual return | -17.56% | 977.74%-995.3pp | 718.30%-735.9pp | 519.81%-537.4pp |
| Employer contribution / active EE | $760 | $3,068-75.2% | $2,800-72.9% | $4,779-84.1% |
| Participant deferral / active EE | $6,575 | $4,050+62.3% | $3,704+77.5% | $5,609+17.2% |
| Admin fee / account holder | $33 | $5,895-99.4% | $5,104-99.3% | $10,828-99.7% |