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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 | $11,147 | $90,607-87.7% | $79,467-86.0% | $135,380-91.8% |
| Participation rate | 63.6% | 76.0%-12.4pp | 73.3%-9.7pp | 82.6%-19.0pp |
| Annual return | -13.04% | 977.74%-990.8pp | 718.30%-731.3pp | 519.81%-532.8pp |
| Employer contribution / active EE | $167 | $3,068-94.6% | $2,800-94.1% | $4,779-96.5% |
| Participant deferral / active EE | $4,045 | $4,050-0.1% | $3,704+9.2% | $5,609-27.9% |
| Admin fee / account holder | $118 | $5,895-98.0% | $5,104-97.7% | $10,828-98.9% |