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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 | $49,582 | $99,079-50.0% | $78,002-36.4% | $273,972-81.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.5%-25.5pp | 83.0%-33.0pp |
| Annual return | -11.57% | 217.93%-229.5pp | 425.99%-437.6pp | 41.46%-53.0pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,500 | $4,306-41.9% | $3,497-28.5% | $5,287-52.7% |
| Admin fee / account holder | $196 | $8,954-97.8% | $5,481-96.4% | $10,133-98.1% |