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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 | $8,372 | $92,743-91.0% | $82,744-89.9% | $134,532-93.8% |
| Participation rate | 57.9% | 75.2%-17.3pp | 72.6%-14.7pp | 81.2%-23.3pp |
| Annual return | -27.40% | 946.63%-974.0pp | 702.22%-729.6pp | 418.27%-445.7pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,279 | $4,802-52.5% | $4,395-48.1% | $6,401-64.4% |
| Admin fee / account holder | $166 | $5,977-97.2% | $5,325-96.9% | $11,429-98.5% |