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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 | $18,764 | $99,995-81.2% | $85,063-77.9% | $145,978-87.1% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | -69.27% | 83.99%-153.3pp | 66.54%-135.8pp | 550.52%-619.8pp |
| Employer contribution / active EE | $446 | $3,231-86.2% | $2,727-83.7% | $4,662-90.4% |
| Participant deferral / active EE | $958 | $5,295-81.9% | $4,523-78.8% | $6,690-85.7% |
| Admin fee / account holder | $0 | $7,255-100.0% | $6,155-100.0% | $13,400-100.0% |