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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 | $40,260 | $90,607-55.6% | $79,467-49.3% | $135,380-70.3% |
| Participation rate | 56.3% | 76.0%-19.8pp | 73.3%-17.1pp | 82.6%-26.4pp |
| Annual return | -10.25% | 977.74%-988.0pp | 718.30%-728.6pp | 519.81%-530.1pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,129 | $4,050+1.9% | $3,704+11.5% | $5,609-26.4% |
| Admin fee / account holder | $145 | $5,895-97.5% | $5,104-97.2% | $10,828-98.7% |