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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 | $11,654 | $90,320-87.1% | $59,496-80.4% | $125,389-90.7% |
| Participation rate | 20.0% | 68.3%-48.3pp | 54.6%-34.6pp | 83.2%-63.2pp |
| Annual return | -5.27% | 369.13%-374.4pp | 182.05%-187.3pp | 282.24%-287.5pp |
| Employer contribution / active EE | $99 | $1,792-94.5% | $1,153-91.4% | $4,866-98.0% |
| Participant deferral / active EE | $99 | $2,716-96.4% | $1,829-94.6% | $5,352-98.2% |
| Admin fee / account holder | $0 | $3,063-100.0% | $2,232-100.0% | $9,541-100.0% |