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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 | $15,396 | $92,766-83.4% | $82,763-81.4% | $134,545-88.6% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -43.63% | 946.97%-990.6pp | 702.45%-746.1pp | 418.37%-462.0pp |
| Employer contribution / active EE | $779 | $3,273-76.2% | $3,008-74.1% | $4,742-83.6% |
| Participant deferral / active EE | $4,695 | $4,802-2.2% | $4,395+6.8% | $6,401-26.7% |
| Admin fee / account holder | $96 | $5,978-98.4% | $5,325-98.2% | $11,431-99.2% |