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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 | $26,241 | $142,409-81.6% | $119,634-78.1% | $134,545-80.5% |
| Participation rate | 41.7% | 82.8%-41.2pp | 79.3%-37.6pp | 81.2%-39.6pp |
| Annual return | -20.34% | -12.46%-7.9pp | -14.98%-5.4pp | 418.37%-438.7pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,303 | $6,468-64.4% | $5,601-58.9% | $6,401-64.0% |
| Admin fee / account holder | $299 | $13,594-97.8% | $10,329-97.1% | $11,431-97.4% |