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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 | $51,655 | $90,607-43.0% | $79,467-35.0% | $135,380-61.8% |
| Participation rate | 36.8% | 76.0%-39.2pp | 73.3%-36.5pp | 82.6%-45.8pp |
| Annual return | -9.97% | 977.74%-987.7pp | 718.30%-728.3pp | 519.81%-529.8pp |
| Employer contribution / active EE | $1,099 | $3,068-64.2% | $2,800-60.8% | $4,779-77.0% |
| Participant deferral / active EE | $2,438 | $4,050-39.8% | $3,704-34.2% | $5,609-56.5% |
| Admin fee / account holder | $155 | $5,895-97.4% | $5,104-97.0% | $10,828-98.6% |