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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 | $7,592 | $84,628-91.0% | $61,501-87.7% | $134,545-94.4% |
| Participation rate | 20.0% | 62.2%-42.2pp | 52.6%-32.6pp | 81.2%-61.2pp |
| Annual return | -69.82% | 585.61%-655.4pp | 339.04%-408.9pp | 418.37%-488.2pp |
| Employer contribution / active EE | $332 | $1,545-78.5% | $1,160-71.3% | $4,742-93.0% |
| Participant deferral / active EE | $1,138 | $2,819-59.6% | $2,125-46.4% | $6,401-82.2% |
| Admin fee / account holder | $20 | $2,587-99.2% | $2,132-99.1% | $11,431-99.8% |