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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 | $19,353 | $101,063-80.9% | $81,473-76.2% | $147,586-86.9% |
| Participation rate | 43.8% | 74.5%-30.7pp | 68.0%-24.2pp | 82.8%-39.1pp |
| Annual return | -70.67% | 32.41%-103.1pp | 38.78%-109.5pp | 578.59%-649.3pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,741 | $4,242-59.0% | $3,537-50.8% | $5,439-68.0% |
| Admin fee / account holder | $3 | $5,812-99.9% | $4,561-99.9% | $10,886-100.0% |