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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 | $8,233 | $92,766-91.1% | $82,763-90.1% | $134,545-93.9% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -27.19% | 946.97%-974.2pp | 702.45%-729.6pp | 418.37%-445.6pp |
| Employer contribution / active EE | $707 | $3,273-78.4% | $3,008-76.5% | $4,742-85.1% |
| Participant deferral / active EE | $2,502 | $4,802-47.9% | $4,395-43.1% | $6,401-60.9% |
| Admin fee / account holder | $102 | $5,978-98.3% | $5,325-98.1% | $11,431-99.1% |