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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 | $11,613 | $84,551-86.3% | $61,452-81.1% | $134,532-91.4% |
| Participation rate | 26.3% | 62.2%-35.9pp | 52.6%-26.3pp | 81.2%-54.9pp |
| Annual return | -31.79% | 585.39%-617.2pp | 338.96%-370.7pp | 418.27%-450.1pp |
| Employer contribution / active EE | $722 | $1,545-53.3% | $1,160-37.8% | $4,741-84.8% |
| Participant deferral / active EE | $2,541 | $2,818-9.8% | $2,125+19.6% | $6,401-60.3% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,429-100.0% |