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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 | $19,516 | $84,464-76.9% | $61,399-68.2% | $134,509-85.5% |
| Participation rate | 14.3% | 62.2%-47.9pp | 52.6%-38.3pp | 81.2%-66.9pp |
| Annual return | -22.91% | 585.06%-608.0pp | 338.81%-361.7pp | 418.13%-441.0pp |
| Employer contribution / active EE | $334 | $1,545-78.4% | $1,159-71.2% | $4,741-92.9% |
| Participant deferral / active EE | $1,016 | $2,818-64.0% | $2,124-52.2% | $6,400-84.1% |
| Admin fee / account holder | $71 | $2,587-97.3% | $2,131-96.7% | $11,427-99.4% |