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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 | $12,569 | $73,839-83.0% | $143,788-91.3% | $68,495-81.6% |
| Participation rate | 28.9% | 66.7%-37.8pp | 80.3%-51.4pp | 67.9%-39.0pp |
| Annual return | -22.80% | 1.01%-23.8pp | -0.03%-22.8pp | -7.84%-15.0pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,952-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,068 | $3,384-68.4% | $5,638-81.1% | $4,028-73.5% |
| Admin fee / account holder | $38 | $5,755-99.3% | $14,675-99.7% | $5,403-99.3% |