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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 | $45,788 | $84,628-45.9% | $61,501-25.6% | $134,545-66.0% |
| Participation rate | 11.1% | 62.2%-51.1pp | 52.6%-41.5pp | 81.2%-70.1pp |
| Annual return | -22.13% | 585.61%-607.7pp | 339.04%-361.2pp | 418.37%-440.5pp |
| Employer contribution / active EE | $257 | $1,545-83.4% | $1,160-77.8% | $4,742-94.6% |
| Participant deferral / active EE | $1,256 | $2,819-55.4% | $2,125-40.9% | $6,401-80.4% |
| Admin fee / account holder | $4 | $2,587-99.8% | $2,132-99.8% | $11,431-100.0% |