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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 | $12,572 | $73,863-83.0% | $143,797-91.3% | $68,490-81.6% |
| Participation rate | 20.0% | 66.7%-46.7pp | 80.3%-60.3pp | 67.9%-47.9pp |
| Annual return | -27.48% | 0.91%-28.4pp | -0.04%-27.4pp | -7.85%-19.6pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,074 | $3,385-38.7% | $5,638-63.2% | $4,028-48.5% |
| Admin fee / account holder | $94 | $5,756-98.4% | $14,679-99.4% | $5,403-98.3% |