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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 | $9,805 | $84,551-88.4% | $61,452-84.0% | $134,532-92.7% |
| Participation rate | 22.2% | 62.2%-40.0pp | 52.6%-30.3pp | 81.2%-59.0pp |
| Annual return | -36.20% | 585.39%-621.6pp | 338.96%-375.2pp | 418.27%-454.5pp |
| Employer contribution / active EE | $788 | $1,545-49.0% | $1,160-32.0% | $4,741-83.4% |
| Participant deferral / active EE | $1,645 | $2,818-41.6% | $2,125-22.6% | $6,401-74.3% |
| Admin fee / account holder | $2 | $2,587-99.9% | $2,131-99.9% | $11,429-100.0% |