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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 | $7,272 | $88,585-91.8% | $69,884-89.6% | $134,532-94.6% |
| Participation rate | 66.7% | 74.9%-8.2pp | 70.5%-3.8pp | 81.2%-14.6pp |
| Annual return | -24.26% | 442.80%-467.1pp | 190.81%-215.1pp | 418.27%-442.5pp |
| Employer contribution / active EE | $1,708 | $3,235-47.2% | $2,560-33.3% | $4,741-64.0% |
| Participant deferral / active EE | $1,708 | $4,770-64.2% | $3,848-55.6% | $6,401-73.3% |
| Admin fee / account holder | $8 | $10,441-99.9% | $6,266-99.9% | $11,429-99.9% |