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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 | $12,077 | $92,766-87.0% | $82,763-85.4% | $134,545-91.0% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -25.70% | 946.97%-972.7pp | 702.45%-728.1pp | 418.37%-444.1pp |
| Employer contribution / active EE | $923 | $3,273-71.8% | $3,008-69.3% | $4,742-80.5% |
| Participant deferral / active EE | $4,565 | $4,802-4.9% | $4,395+3.9% | $6,401-28.7% |
| Admin fee / account holder | $202 | $5,978-96.6% | $5,325-96.2% | $11,431-98.2% |