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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 | $4,909 | $84,551-94.2% | $61,452-92.0% | $134,532-96.4% |
| Participation rate | 44.4% | 62.2%-17.8pp | 52.6%-8.1pp | 81.2%-36.8pp |
| Annual return | -27.84% | 585.39%-613.2pp | 338.96%-366.8pp | 418.27%-446.1pp |
| Employer contribution / active EE | $550 | $1,545-64.4% | $1,160-52.6% | $4,741-88.4% |
| Participant deferral / active EE | $688 | $2,818-75.6% | $2,125-67.6% | $6,401-89.3% |
| Admin fee / account holder | $103 | $2,587-96.0% | $2,131-95.2% | $11,429-99.1% |