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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 | $2,299 | $84,551-97.3% | $61,452-96.3% | $134,532-98.3% |
| Participation rate | 57.1% | 62.2%-5.1pp | 52.6%+4.6pp | 81.2%-24.1pp |
| Annual return | -29.29% | 585.39%-614.7pp | 338.96%-368.2pp | 418.27%-447.6pp |
| Employer contribution / active EE | $286 | $1,545-81.5% | $1,160-75.3% | $4,741-94.0% |
| Participant deferral / active EE | $404 | $2,818-85.7% | $2,125-81.0% | $6,401-93.7% |
| Admin fee / account holder | $49 | $2,587-98.1% | $2,131-97.7% | $11,429-99.6% |