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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 | $10,817 | $88,585-87.8% | $69,884-84.5% | $134,532-92.0% |
| Participation rate | 40.9% | 74.9%-34.0pp | 70.5%-29.6pp | 81.2%-40.3pp |
| Annual return | -102.03% | 442.80%-544.8pp | 190.81%-292.8pp | 418.27%-520.3pp |
| Employer contribution / active EE | $455 | $3,235-85.9% | $2,560-82.2% | $4,741-90.4% |
| Participant deferral / active EE | $3,975 | $4,770-16.7% | $3,848+3.3% | $6,401-37.9% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |