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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 | $19,059 | $90,486-78.9% | $78,676-75.8% | $273,972-93.0% |
| Participation rate | 11.1% | 76.5%-65.4pp | 73.6%-62.5pp | 83.0%-71.9pp |
| Annual return | -1.90% | 75.62%-77.5pp | 62.19%-64.1pp | 41.46%-43.4pp |
| Employer contribution / active EE | $0 | $3,175-100.0% | $2,850-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $3,901-100.0% | $3,517-100.0% | $5,287-100.0% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,133-99.8% |